Public Resources

Here, Savvy Social Security provides members with a curated list of public resources. These resources are educational in nature and meant to help our advisors deepen their Social Security knowledge. Topics include the calculation of benefits, special circumstances, types of benefits, trust fund financing and more.

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General information on Social Security retirement benefits

How benefits are calculated

Benefit calculators

When to claim benefits

Working and Social Security benefits

Coordinating spousal benefits

Survivor benefits

Dependents benefits

Cost-of-living adjustments (COLAs)

Taxation of benefits

Women and Social Security

How to apply for benefits

Special situations

Trust fund financing and reform proposals

Other reference

Medicare

 

IMPORTANT NOTICE
This material is provided exclusively for use by individuals with an active license to the Savvy Social Security Planning Program. Use of this material is subject to the Social Security Planning Program Agreement and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

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