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Social Security Primer

Description: This report provides an overview of Social Security financing and benefits under current law. Specifically, the report covers the origins and a brief history of the program; Social Security financing and the status of the trust funds; how Social Security benefits are computed; the types of Social Security benefits available to workers and their family members; the basic eligibility requirements for each type of benefit; the scheduled increase in the Social Security retirement age; and the federal income taxation of Social Security benefits.
Date: December 5, 2016
Creator: Nuschler, Dawn
Partner: UNT Libraries Government Documents Department

The Social Security Retirement Age

Description: This report discusses the two important ages that may affect a worker's plans to claim Social Security retired-worker benefits. Workers may claim full Social Security benefits at the full retirement age (FRA), which is rising gradually to age 67 for workers who were born in 1960 or later. Retired workers may claim benefits as early as age 62, which is known as the early eligibility age (EEA). Social Security benefits are reduced, however, for every month that retired worker benefits are claimed before the FRA.
Date: October 28, 2016
Creator: Liou, Wayne
Partner: UNT Libraries Government Documents Department

Social Security: Calculation and History of Taxing Benefits

Description: This report discusses the calculations that go into taxing Social Security benefits, which prior to 1984 were exempt from taxation but have since been taxed at gradually increasing levels.
Date: October 27, 2016
Creator: Liou, Wayne & Whittaker, Julie M.
Partner: UNT Libraries Government Documents Department

Social Security: Cost-of-Living Adjustments

Description: This report discusses the issues surrounding Social Security recipients that usually receive an annual cost-of-living adjustment (COLA).
Date: October 27, 2016
Creator: Whittaker, Julie M. & Liou, Wayne
Partner: UNT Libraries Government Documents Department

Social Security: The Windfall Elimination Provision (WEP)

Description: This report discusses the windfall elimination provision (WEP), which reduces the Social Security benefits of workers who also have pension benefits from employment not covered by Social Security. Its purpose is to remove an advantage or "windfall" these workers would otherwise receive as a result of the interaction between the Social Security benefit formula and the workers' relatively small portion of their careers in Social Security-covered employment. The report provides information about how the provision works, who is affected, history and rationale, impacts, and relevant legislation.
Date: May 25, 2016
Creator: Morton, William R.
Partner: UNT Libraries Government Documents Department

Community Services Block Grants (CSBG): Background and Funding

Description: This report provides information on the Community Services Block Grant (CSBG), which funds a network of local antipoverty agencies. It begins with background information on the CSBG and related activities, discusses a proposal pending in Congress to reauthorize CSBG and related activities, summarizes a new "Upward Mobility Project" initiative of the Obama Administration, and discusses current and recent funding activities affecting the CSBG.
Date: January 8, 2016
Creator: Spar, Karen
Partner: UNT Libraries Government Documents Department

Potential Impact of No Social Security COLA on Medicare Part B Premiums in 2016

Description: This report provides an overview of Medicare Part B premiums, the relationship between the Social Security cost-of-living increase (COLA) and Part B premiums, and the potential impact of a projected 0% Social Security COLA in 2016 on Medicare premiums, based on recent projections by the Medicare Trustees.
Date: October 20, 2015
Creator: Davis, Patricia A.
Partner: UNT Libraries Government Documents Department

Social Security: The Windfall Elimination Provision (WEP)

Description: This report discusses the windfall elimination provision (WEP) reduces the Social Security benefits of workers who also have pension benefits from employment not covered by Social Security. Its purpose is to remove an advantage or “windfall” these workers would otherwise receive as a result of the interaction between the Social Security benefit formula and the workers’ relatively small portion of their careers in Social Security-covered employment.
Date: June 30, 2015
Creator: Sidor, Gary
Partner: UNT Libraries Government Documents Department

The Social Security Retirement Age: In Brief

Description: This report discusses the two important ages that may affect a worker's plans to claim Social Security retired-worker benefits. Workers may claim full Social Security benefits at the full retirement age (FRA), which is rising gradually to age 67 for workers who were born in 1960 or later. Retired workers may claim benefits as early as age 62, which is known as the early eligibility age (EEA). Social Security benefits are reduced, however, for every month that retired worker benefits are claimed before the FRA.
Date: June 1, 2015
Creator: Sidor, Gary
Partner: UNT Libraries Government Documents Department

Uncertainty in Financial Projections of Social Security

Description: The financial outlook for Social Security has been the subject of much analysis and debate. This report briefly discusses a report from the Social Security Board of Trustees which contains the federal government's official financial projections for the Social Security program.
Date: May 14, 2015
Creator: Meyerson, Noah P.
Partner: UNT Libraries Government Documents Department

Social Security and Same-Sex Marriage: Frequently Asked Questions

Description: This report addresses a number of frequently asked questions regarding the eligibility of same-sex couples for Social Security benefits and the interpretation of state marriage laws. These questions include those relating to general eligibility and the application process for same-sex couples and those in other types of legal relationships.
Date: March 20, 2015
Creator: Lanza, Emily M.; Nuschler, Dawn & Morton, William R.
Partner: UNT Libraries Government Documents Department

Social Security Administration (SSA): Budget Issues

Description: This report provides an overview of the Social Security Administration's mandatory spending but largely focuses on discretionary appropriations for the agency's administrative expenses. The size of the annual appropriations for administrative expenses affects the agency's ability to effectively administer the SSA's benefit programs and conduct program integrity activities designed to ensure that only eligible persons receive federal benefits.
Date: February 23, 2015
Creator: Szymendera, Scott D.
Partner: UNT Libraries Government Documents Department

How Social Security Benefits Are Computed: In Brief

Description: This report discusses how Social Security benefits are currently computed, including information about eligibility, earnings, cost-of-living adjustments, factors that can affect benefit levels, and benefits for dependents.
Date: February 4, 2015
Creator: Meyerson, Noah P.
Partner: UNT Libraries Government Documents Department

Social Security Disability Insurance (SSDI) Reform: An Overview of Proposals to Manage the Growth in the SSDI Rolls

Description: This report provides background information on Social Security Disability Insurance (SSDI). Also, this report provides an overview of proposals to manage the long-term growth in the SSDI rolls. Most of the proposals focus on reducing the inflow (enrollment) of new beneficiaries into the program.
Date: January 9, 2015
Creator: Morton, William R.
Partner: UNT Libraries Government Documents Department

Community Services Block Grants (CSBG): Background and Funding

Description: This report provides information on the Community Services Block Grant (CSBG), which is the modern-day program that continues to fund this network of local antipoverty agencies. The report also describes several smaller related programs that are administered by the same federal office that currently oversees the CSBG.
Date: January 5, 2015
Creator: Spar, Karen
Partner: UNT Libraries Government Documents Department

Social Security: Cost-of-Living Adjustments

Description: To compensate for the effects of inflation, Social Security recipients usually receive an annual cost-of-living adjustment (COLA). Benefits will be increased by 1.7% in 2015, following an increase of 1.5% in 2014. This report discusses how the COLA is determined.
Date: October 29, 2014
Creator: Sidor, Gary
Partner: UNT Libraries Government Documents Department

Social Security Reform: Legal Analysis of Social Security Benefit Entitlement Issues

Description: This report addresses selected legal issues that may be raised regarding entitlement to Social Security benefits as Congress considers possible changes to the Social Security program in view of projected long-range shortfalls in the Social Security Trust Funds.
Date: September 17, 2014
Creator: Lanza, Emily M. & Nicola, Thomas J.
Partner: UNT Libraries Government Documents Department

Social Security Administration (SSA): Budget Issues

Description: This report provides an overview of the Social Security Administration (SSA) mandatory spending but largely focuses on discretionary appropriations for the agency’s administrative expenses. The size of the annual appropriations for administrative expenses affects the agency’s ability to effectively administer the SSA’s benefit programs as well as conduct program integrity activities designed to ensure that only eligible persons receive federal benefits.
Date: September 8, 2014
Creator: Szymendera, Scott D.
Partner: UNT Libraries Government Documents Department

Social Security: What Would Happen If the Trust Funds Ran Out?

Description: This report explains what the Social Security trust funds are and how they work. It describes the historical operations of the trust funds and the Social Security trustees' projections of future operations. It explains what could happen if Congress allowed the trust funds to run out. It also analyzes two scenarios that assume Congress waits until the moment of insolvency to act, showing the magnitude of benefit cuts or tax increases needed and how such changes would affect beneficiaries.
Date: August 28, 2014
Creator: Meyerson, Noah P.
Partner: UNT Libraries Government Documents Department

Social Security: Calculation and History of Taxing Benefits

Description: This report discusses the calculations that go into taxing Social Security benefits, which prior to 1984 were exempt from taxation but have since been taxed at gradually increasing levels.
Date: August 4, 2014
Creator: Meyerson, Noah P.
Partner: UNT Libraries Government Documents Department

Primer on Disability Benefits: Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI)

Description: This report provides an overview on federal disability benefits programs including Social Security Disability Insurance (SSDI), which is an insurance program that provides benefits to individuals who have paid into the system and meet certain minimum work requirements, and Supplemental Security Income (SSI), which is a means-tested program that does not have work or contribution requirements, but restricts benefits to those who meet certain financial eligibility criteria.
Date: August 1, 2014
Creator: Morton, William R.
Partner: UNT Libraries Government Documents Department

Social Security: The Trust Fund

Description: This report covers how the Social Security program is financed and how the Social Security trust fund works.
Date: July 31, 2014
Creator: Nuschler, Dawn & Sidor, Gary
Partner: UNT Libraries Government Documents Department