1: Learn When to File Taxes As a Social Security recipient, know the deadline for filing your taxes to avoid penalties.
2: Important Milestones to Watch Mark the dates for Social Security payments, Medicare enrollment, and other important deadlines.
3: Stay Updated on COLA Changes Understand when the Cost of Living Adjustment (COLA) is announced and how it impacts your benefits.
4: Know Your Full Retirement Age Determine when you can start receiving full Social Security benefits based on your birth year.
5: Plan for Medicare Enrollment Don’t miss the deadlines for enrolling in Medicare to avoid gaps in healthcare coverage.
6: Stay Informed on Benefit Changes Stay updated on any changes to your Social Security benefits and how they may affect you.
7: Understand Tax Implications Know how your Social Security benefits may impact your taxes and plan accordingly.
8: Be Aware of SSI Deadlines If you receive Supplemental Security Income (SSI), be aware of deadlines for reporting changes.
9: Review Your Annual Earnings Check your earnings statement annually to verify accuracy and ensure you receive the correct benefits.
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