September Social Security Workshop – State College

You (and your friends) are invited to join a Social Security Benefit Options educational workshop hosted by Ash in State College! Best Western Plus Conference Room: 115 Premiere Dr, State College, PA 16801   Tuesday, September 13th 6pm-8pm OR Thursday, September 15th 6pm-8pm   See the flyer for more details Register online at myafea.org/chapterevent/4525  … Continue Reading September Social Security Workshop – State College

September Social Security Workshop – Lewisburg

You (and your friends) are invited to join a Social Security Benefit Options educational workshop hosted by Ash in Lewisburg! Bucknell University Rooke Science Center Biology Building • Room 101 715 Dent Drive, Lewisburg, PA 17837   Tuesday, September 6th 6pm-8pm OR Thursday, September 8th 6pm-8pm   See the flyer for more details Register online… Continue Reading September Social Security Workshop – Lewisburg

QCDs to the Rescue

When the 2017 Tax Cuts and Jobs Act raised the standard deduction for taxpayers to $24,000 for couples ($12,000 for singles), and lowered individual tax rates, an unintended consequence was to reduce the tax benefits of making charitable donations. Fewer taxpayers were itemizing, which means their donations didn’t count as deductions. Itemizing taxpayers—including people who… Continue Reading QCDs to the Rescue

Inflation and Social Security

Every year since 1975, the Social Security Administration has automatically adjusted its benefit payments upward to account for inflation; the goal is for the payments to keep pace with the cost of living that recipients are experiencing. For the past decade, these inflation adjustments have been pretty modest, as you can see in the chart.… Continue Reading Inflation and Social Security