Skip to main content

630-318-7400|info@threesixtyblue.com|Client Login

menu
  • Home
  • Wealth Management
  • Pricing
  • About Us
  • Resources
  • Contact Us

Social Security

360Blue Forms

Social Security Questionnaire-Single Individuals

Social Security Questionnaire- Married Couples

About Social Security Retirement Benefits

  • Social Security Retirement Benefits
  • Social Security Retirement Benefits | SSA Publication No. 05-10035
  • Learn About Social Insurance | National Academy of Social Insurance

Claiming Your Benefits

  • When to Start Receiving Retirement Benefits | SSA Publication No. 05-10147
  • The Social Security Claiming Guide | Center for Retirement Research at Boston College
  • Delayed Retirement Credits
  • Other Things To Consider | SSA.gov

How to Apply For Benefits

  • Apply Online for Social Security Benefits | SSA Publication No. 05-10032
  • Social Security Forms
  • What You Need to Know When You Get Retirement or Survivors Benefits | SSA Publication No. 05-10077
  • A Guide for Representative Payees | SSA Publication No. 05-10076
  • Overpayments | SSA Publication No. 05-10098
  • What You Can Do Online | SSA Publication No. 05-10121

Taxation of Your Benefits

  • Social Security and Equivalent Railroad Retirement Benefits | IRS Publication 915
  • Tax Guide for Seniors | IRS Publication 554
  • Social Security: Calculation and History of Taxing Benefits | Congressional Research Service
  • Federal-State Reference Guide | IRS Publication 963

Coordinating Spousal Benefits

  • Benefits for Your Souse
  • Benefits for Your Divorced Spouse

Survivor Benefits

  • Survivors Benefits | SSA Publication No. 05-10084
  • How Social Security Can Help You When a Family Member Dies | SSA Publication No. 05-10008

Dependent Benefits

  • Benefits for Children | SSA Publication No. 05-10085
  • Benefits for Children With Disabilities | SSA Publication No. 05-10026

Cost of Living Adjustments (COLAs)

  • COLA Overview
  • Latest COLA
  • Historical COLAs since 1975
  • COLA Estimates by Social Security Trustees

Women and Social Security

  • What Every Woman Should Know | SSA Publication No. 05-101127
  • Women and Social Security | American Academy of Actuaries Issue Brief
  • Social Security: Why Boomer Women Need More by Heidi Hartman, excerpted from Baby Boomer Women: Secure Futures or Not?

Special Situations

  • If You Are Self-Employed | SSA Publication No. 05-10022
  • How State and Local Government Employees are Covered By Social Security and Medicare | SSA Publication No. 05-10051
  • If You Work For a Non-Profit Organization | SSA Publication No. 05-10027
  • Windfall Elimination Provision (WEP) | SSA Publication No. 05-10045
  • Government Pension Offset (GPO) | SSA Publication No. 05-10007
  • How International Agreements Can Help You | SSA Publication No. 05-10180
  • Military Service and Social Security | SSA Publication No. 05-10017
  • Special Payments After Retirement | SSA Publication No. 05-10063
  • Your Payments While You Are Outside the United States | SSA Publication No. 05-10137
  • Social Security International Program

Medicare

  • Medicare | SSA Publication No. 05-10043
  • Medicare Resources
  • Medicare.gov | Eligibility & Premium Calculator
  • CMS.gov | Medicare Trustees Report
  • Medicare Rights Center

Taxes

  • Internal Revenue Service

Calculators & Tools

  • Smart Bond Investing Accrued Interest Calculator
  • Retirement Calculator
  • College Savings Calculator
  • Loan Calculator
  • Savings Calculator
  • 401(k) and IRA Minimum Required Distribution Calculator
  • Month-by-month Spending Plan excel spreadsheet

News

  • The Wall Street Journal
  • New York Times

 

Disclaimer:
Links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties or their content. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, websites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Links

  • Social Security
  • Medicare
  • Taxes
  • Calculators & Tools
  • News
Not Sure How to Get Started?

Take a short quiz about your financial outlook and let's see how 360Blue can best serve you.

Start the Quiz

Sign up to our newsletter

Sign up to receive tips about investment strategies, retirement planning, saving for college and more.

What We Offer

Wealth Management

Pricing

About Us

Resources

Blog

FAQ

Industry Links

Events

Client Login

Axos Login

Contact Us

630-318-7400

info@threesixtyblue.com

15 Spinning Wheel Road, Suite 211
Hinsdale, Illinois 60521

159 North Sangamon Street, Suite 200
Chicago, IL 60607
(By appointment only)

Securities and Advisory Services offered through United Planners Financial Services Member: FINRA, SIPC 360Blue Financial Strategies and United Planners are not affiliated.

Glenn Stears and Iris Sagrado are registered to conduct securities business in AZ, CA, FL, IL, IN, MI, OH, OR, TX, UT, WA, WI. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced. 

 Insurance-related services may not be provided to individuals residing in any states other than IL, WI, MI, OH, FL, AZ.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

Check the background of your financial professional on FINRA's BrokerCheck

© 2025 360Blue Financial Strategies All rights reserved.