Social Security Reference Guide - MFS Investment Management

Requirements to Qualify for Social Security Retirement Benefits. ..... Social Security Disability Insurance (SSDI) Versus Supplemental Social Insurance (SSI) . ...... Examples may include municipal bond income, income from savings bonds to pay for higher education and deductions for qualified educational loans. This is not ...
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2018 Social Security Reference Guide

TABLE OF CONTENTS Important Ages..................................................................................................................................................................................... Full Retirement Age (FRA)......................................................................................................................................................................... Milestone Ages........................................................................................................................................................................................ Retirement Benefits............................................................................................................................................................................. Requirements to Qualify for Social Security Retirement Benefits................................................................................................................... Retirement Benefit Increases and Decreases............................................................................................................................................... Primary Insurance Amount.....................................................................................................................................................................................

Average and Maximum Benefits.......................................................................................................................................................... Earnings Test............................................................................................................................................................................................ Cost of Living Numbers for 2018............................................................................................................................................................... Spouse and Survivor Comparisons..................................................................................................................................................... Spousal and Survivor Percentages.............................................................................................................................................................. Comparison of Spousal and Survivors Benefits........................................................................................................................................... Length-of-Marriage Requirements............................................................................................................................................................. Spousal Benefits................................................................................................................................................................................... Requirements to Receive a Spousal Benefit................................................................................................................................................ Coordinating Spousal and Retirement Benefits...................................................................................................................................................... Requirements to Restrict Application to Spousal Benefits Only.....................................................................................................................

Survivors Benefits................................................................................................................................................................................. Widow(er) Limit....................................................................................................................................................................................... Widow(er) Switch-up Options.....................................................................................................................................................