Description
Everything that matters for your money after 60, in one large-print guide: when to claim Social Security, how to get Medicare right (and avoid lifelong penalties), the programs that help pay your bills, taxes after 65, how to find unclaimed money, and how to stop scammers — with a money calendar, worksheets and every phone number you need.
What’s inside (8 chapters, 44 pages)
- When to claim Social Security — 62 vs 67 vs 70
- Spouse, divorced-spouse & survivor benefits
- Medicare enrollment, penalties, Part D 2027 changes & IRMAA
- Programs that pay your bills: MSP, Extra Help, SNAP, LIHEAP & more
- Taxes after 65: the new $6,000 senior deduction, RMDs, QCDs
- Where to find unclaimed money, pensions & life insurance
- Scam defense: red flags, golden rules, who to call
- Money calendar, worksheets & every phone number you need
What’s new for 2027
- Full retirement age reaches 67 for everyone born in 1960
- Part D out-of-pocket cap rises to $2,400; negotiated prices for 15 more drugs (including Ozempic) start January 1, 2027
- The $6,000 senior tax deduction (2025–2028) explained with examples
- WEP and GPO repeal for public-sector retirees
Good to know
- This is a digital download (PDF) — nothing is shipped. Large, easy-to-read print in US Letter and A4.
- US edition. Figures are checked against official SSA, Medicare/CMS and IRS sources as of October 2026; you’ll get a free updated edition when the remaining 2027 numbers are announced.
- General education — not legal, tax, financial or medical advice. Not affiliated with any government agency.
- License: personal use.
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