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Are Social Security’s Benefit Statements Useless for Accurate Planning?
Analysis February 27, 2025 at 12:38 PM
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What You Need To Know
- Changes to benefit statements in 2021 both streamlined the form and decreased its utility, planner Derek Tharp says.
- In its current form, the statement makes assessment of its accuracy much more challenging.
- The SSA’s website is a helpful alternative, but accessing the information isn’t always easy.
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