Government Resources

This page contains frequently asked questions regarding three major government programs/institutions: Social Security, Medicare, and the IRS. Use the pulldown menus to reveal the questions, answers and links to related webpages.

[expand title=”Social Security” swaptitle=”Social Security”]

I’ve lost those statements that come in the mail periodically from Social Security about my benefits. Can I find them online?

Yes. You can create an account on-line that allows you to retrieve your statement.
http://www.socialsecurity.gov/mystatement

How much will my social security income be?

The U.S. Social Security Administration’s Retirement Estimator can help. (The Retirement Estimator gives estimates based on your actual Social Security earnings record.)
http://www.socialsecurity.gov/estimator

How long should I plan to provide for myself after retirement?

The U.S. Social Security Administration’s Life Expectancy Calculator provides averages.
http://www.socialsecurity.gov/planners/lifeexpectancy.htm

What sort of benefits does Social Security provide for my family after I’m deceased or during my disability?

The U.S. Social Security Administration offers many tools to research future benefits.
http://www.socialsecurity.gov/planners

What is the best age to start receiving social security benefits?

The U.S. Social Security Administration has a publication online that assists you in thinking about this issue.
http://www.socialsecurity.gov/pubs/10147.html

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[expand title=”Medicare” swaptitle=”Medicare”]

Where do I get information about my specific Medicare coverage and options?

The Government website is fairly user-friendly, even if the details around Medicare are not.
http://www.medicare.gov/

When should I sign up for Medicare Part B?

IF YOU ARE OVER 65 AND HAVE NOT SIGNED UP FOR MEDICARE, YOU MUST UNDERSTAND THE MEDICARE RULES ABOUT ENROLLMENT IN THE PROGRAM TO AVOID FUTURE PENATLIES.
Healthcare Navigation is a private company that assists individuals and families with healthcare coverage related questions. This blog from 2011 covers some of the pitfalls that could literally cost you your entire life.
http://www.healthcarenavigation.com/default/index.cfm/blog/medicaree28099s-annual-general-enrollment-january-1-through-march-31-2011/

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[expand title=”IRS” swaptitle=”IRS”]

How can I get some answers to basic tax law questions?

The IRS has an Interactive Tax Assistant that allows you to search for common topics and answer questions to focus on your exact issue.
http://www.irs.gov/uac/Interactive-Tax-Assistant-(ITA)-1

How can I get some answers to general tax filing questions?

The IRS has an Interactive Tool that allows you to find answers to tax questions on general filing information, deductions, tax credits, adjustments to income and other tax topics.
http://www.irs.gov/Individuals/Tax-Trails—Main-Menu

What are the tax changes for this year?

The IRS will point you to the appropriate tax form and suggests reading the “whats new” section to get up to speed.
http://www.irs.gov/Help-&-Resources/Tools-&-FAQs/FAQs-for-Individuals/Frequently-Asked-Tax-Questions-&-Answers/IRS-Procedures/General-Procedural-Questions/General-Procedural-Questions

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