Checklist2 min read

Annual Social Security Statement Review Checklist

Your Social Security Statement is more than a preview of your future benefit—it's a record of every year of earnings that determines how much you'll receive in retirement. Errors in that record can permanently reduce your benefit, and SSA has limited ability to correct records more than three years

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Your Social Security Statement is more than a preview of your future benefit—it's a record of every year of earnings that determines how much you'll receive in retirement. Errors in that record can permanently reduce your benefit, and SSA has limited ability to correct records more than three years old. Reviewing your statement annually takes 15 minutes and can protect thousands of dollars. Access your statement at ssa.gov/myaccount. Create an account if you haven't already—it takes about 10 minutes and is well worth it.

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Disclaimer: The information provided in this content is for general educational and informational purposes only and does not constitute financial, legal, tax, or medical advice. Always consult a qualified professional before making decisions about your retirement, healthcare, or estate planning. For full terms see worthune.com/disclaimer.

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2 min
Type
Checklist
Category
Social Security
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