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Social Security Made Simple, 2017 Edition, 50% Off

Social Security Made Simple Front Cover

Just a brief announcement for today. We’ll return to our regular publishing schedule on Friday.

The 2017 edition of Social Security Made Simple is now available. (The prior edition was released in late 2015, immediately after the changes made to the Social Security rules by the Bipartisan Budget Act of 2015.)

The paperback version of the book will be on sale for half-off through tomorrow (Tuesday, March 7). That is, the paperback version will be on sale for $7.50, rather than the usual $15.

For reference, the changes to the book are modest — everything has been updated to use the 2017 figures, and I’ve added a new brief appendix discussing claiming strategies for widows/widowers.

For those who haven’t read the book, the chapter listing is as follows:

  1. Qualifying for Retirement Benefits
  2. How Retirement Benefits Are Calculated
  3. Spousal Benefits
  4. Widow(er) Benefits
  5. Social Security for Divorced Spouses
  6. Child Benefits
  7. Social Security with a Pension
  8. The Earnings Test
  9. The Claiming Decision for Single People
  10. When to Claim for Married Couples
  11. The Restricted Application Strategy
  12. Age Differences Between Spouses
  13. Taking Social Security Early to Invest It
  14. Checking Your Earnings Record
  15. How Is Social Security Taxed?
  16. Social Security and Asset Allocation
  17. Do-Over Options

Conclusion: Six Social Security Rules of Thumb
Appendix A: The File and Suspend Strategy
Appendix B: Widow(er) Benefit Math Details
Appendix C: Restricted Applications with Widow(er) Benefits

You can find the new edition here:

Want to Learn More about Social Security? Pick Up a Copy of My Book:

Social Security cover Social Security Made Simple: Social Security Retirement Benefits and Related Planning Topics Explained in 100 Pages or Less
Topics Covered in the Book:
  • How retirement benefits, spousal benefits, and widow(er) benefits are calculated,
  • How to decide the best age to claim your benefit,
  • How Social Security benefits are taxed and how that affects tax planning,
  • Click here to see the full list.

A Testimonial from a Reader on Amazon:

"An excellent review of various facts and decision-making components associated with the Social Security benefits. The book provides a lot of very useful information within small space."
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