Author Archives: Shellie Lott

These 13 states tax residents’ Social Security benefits. Do you live in one of them?

While it is common knowledge that the IRS taxes your retirement benefits once provisional income exceeds certain amounts, but do you need to worry about your state taxing them as well?

SSA Introducing Electronic Protective Filing Tool for SSI

SSA has announced the upcoming launch of an electronic Protective Filing Tool (ePFT) for people who wish to apply for SSI and third parties that assist them. SSA has requested emergency approval of the system from the Office of Management and Budget to launch the tool.

5 Ways to Beat the Social Security Bureaucracy

Feel like you’re not getting the answers you need from Social Security? Take these steps to improve your odds of customer service success. ​​ Avoid calling for help during busy times.  Skip the phone and seek help online if you can. Explore the Social Security website.  Research independently.  Consider hiring an expert.

Social Security Administration – Agency Reentry

News Release SOCIAL SECURITY   Statement from Kilolo Kijakazi, Acting Commissioner of Social Security, about Agency Reentry “I am very pleased to share that we have successfully reached agreement with our three labor unions on our reentry plan. This will be a significant step toward improving access to our services as we implement this plan. […]

We’re Fast Approaching One Million People Awaiting Decisions

We are heading towards a dismal threshold; at the state agencies the Social Security Administration (SSA) contracts with for initial-level medical determinations and the first level of appeals (called reconsideration), there will soon be over a million cases awaiting decisions. While there are a number of ways to change course, it requires action. We hope […]

‘You’re on hold forever.’ Social Security applicants complain about agency’s long waits

“You call, and you’re on hold forever,” Latsha said. “For three weeks now, I’ve been trying to get in touch with them.” “The pandemic didn’t cause these problems, but it really shined a spotlight on them.”     Nancy Altman – president at Social Security Works “The Covid-19 pandemic has demonstrated that in many cases — […]

Don’t be scared to talk about disabilities. Here’s what to know and what to say

More than 1 billion people — nearly 15% of the world’s population — experience some form of disability. In the United States alone, about 61 million, or 1 out of every 4 adults, live with at least one disability. “To so many people, [disability] remains a mystery, this very scary and overwhelming topic,” says disability […]