Social Security and Medicare

This handout highlights the components of Social Security retirement and disability benefits. It also provides an Overview of Medicare eligibility and benefits.

HIGHLIGHTS: 

1. Full retirement age.

2. Delayed and early retirement.

3. Qualifying for Social Security benefits.

4. Social Security disability and survivor's benefits.

5. Medicare plans and eligibility.

CLIENTS WHO MAY BENEFIT:

1. Taxpayers approaching retirement or those with a disability who are inquiring about Social Security benefits.

2. Taxpayers age 64 1/2 who will need to sign up for Medicare in the near future.