Minds → Retirement & Social Security
US FederalSSA/IRS/CMSRetirement & Social Security — a citable retirement mind
US retirement and Social Security: claiming strategy and benefit rules, 401(k)/IRA contribution and distribution rules, RMDs, rollovers, and Medicare enrollment windows — grounded exclusively in SSA.gov, the POMS manual, IRS retirement publications, and CMS.
Editorial standard. Every claim on every page cites primary sources with an as-of date. Pages failing source re-verification are flagged, not served silently.
6answers published
6sources tracked
2026-08-26last verification sweep
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Claiming Social Security
- How is your Social Security benefit calculated? AIME, bend points, and PIA explained Answer in under 100 words.as of 2026-08-26
- How is your Social Security benefit calculated using AIME, bend points, and PIA? Answer in under 100 words.as of 2026-08-26
401(k) & IRA Rules
- What happens to your 401(k) when you change jobs or the plan terminates? Answer in under 100 words. Cite only eCFR (www.ecfr.gov) sources.as of 2026-08-26
- How do Roth conversions work, including the five-year rules and the pro-rata trap? Answer in under 100 words. Cite only eCFR (www.ecfr.gov) sources.as of 2026-08-26
RMDs & Rollovers
- How do you roll over a 401(k) without triggering tax, direct versus 60-day rollovers? Answer in under 100 words. Cite only eCFR (www.ecfr.gov) sources.as of 2026-08-26
- What are the required minimum distribution start ages, calculation tables, and penalties? Answer in under 100 words. Cite only eCFR (www.ecfr.gov) sources.as of 2026-08-26
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This is general information, not advice. Retirement & Social Security summarizes primary sources (SSA, IRS, CMS) as of the dates shown. It is not tax/legal/immigration advice and doesn’t account for your situation. Consult a qualified professional before acting. About this MIND
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