4 Critical Social Security Mistakes to Fix BEFORE March 1st | Social Security

Описание: March is just around the corner, and if you’re currently receiving Social Security benefits, there are four critical issues you must address before March 1st to avoid costly mistakes. In this video, we break down exactly what you need to do to protect your retirement income, maximize your benefits, and avoid unexpected IRS penalties.

Many Social Security recipients don’t realize that benefits may be taxable, earnings rules change if you’re still working, errors in your earnings record can reduce your payments, and Medicare deadlines are fast approaching. Missing these deadlines can result in thousands of dollars lost, overpayments, and reduced future benefits.

🔹 What You’ll Learn in This Video:

Social Security Tax Rules – Understand your combined income, how much of your benefits may be taxed, and new deductions for people 65+ to reduce your taxable income.

First-Year Earnings Rule – How Social Security counts your earnings differently in the first year you claim benefits if you’re still working, and how to avoid withheld payments.

Check Your Social Security Earnings Record – How to spot errors, prevent overpayments, and protect against identity theft that could affect your future benefits.

Medicare Coverage Deadlines – Review your Medicare Advantage plan, switch to Original Medicare if needed, and confirm Part B premium deductions are accurate.

Bonus for SSI Recipients – Why March may have zero SSI payments and how to budget accordingly.

⚠️ Why This Matters

Ignoring these critical deadlines and mistakes could lead to:

Unexpected IRS tax bills on Social Security

Reduced monthly benefits due to errors or miscalculations

Overpayment clawbacks if earnings or records are incorrect

Missed Medicare open enrollment opportunities

Take action now to ensure your benefits are protected, maximized, and accurate.

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If this video gave you a checklist to protect your Social Security and Medicare benefits before March 1st, share it with friends and family who are on Social Security. Leave a comment letting us know which of these four steps you’re tackling first so we can all stay accountable.

⚠️ Disclaimer

This video is for educational and informational purposes only and is not legal, tax, or financial advice. Social Security, Medicare, and SSI rules change frequently, and individual circumstances vary. Always verify details with the Social Security Administration, IRS, or a qualified financial professional before taking action.