Seniors & Their Families

The help that's already yours to claim.

30 official programs for benefits, housing, care, health, work, and fraud protection — including 13 that eligible seniors most often miss entirely. Plain English, no sales pitch, every link official.

💵 Category

Benefits & Income

Money you may already be entitled to. Millions of eligible seniors never claim these — often because no one told them the program existed.

  • Social Security — Retirement, Spousal & Survivor Benefits

    Most Missed

    Your monthly retirement check — plus spousal and survivor benefits many people never claim.

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    Who qualifies

    Generally 62+ with 40 work credits. Spouses, divorced spouses married 10+ years, and widows/widowers can claim on someone else's record even with little work history.

    Why it matters

    Waiting from 62 to 70 raises your monthly check by roughly 76% for life. A surviving spouse can often switch to the higher of the two benefits — worth hundreds of dollars a month, permanently.

    Real-life example

    A widow claiming her own $1,100 benefit learns she qualifies for her late husband's $1,850 survivor benefit and switches — $750 more every month for the rest of her life.

    How to start

    1. 1Create a free my Social Security account at ssa.gov/myaccount.
    2. 2Check your estimated benefit at 62, full retirement age, and 70.
    3. 3If you were ever married 10+ years, ask about spousal or survivor benefits.
    4. 4Call 1-800-772-1213 or book an office appointment before you file.
    5. 5File online up to 4 months before you want payments to begin.
    Visit the official site
  • Medicare Savings Programs (MSP)

    Most Missed

    Your state pays your Medicare Part B premium — and sometimes deductibles and copays too.

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    Who qualifies

    Four tiers — QMB, SLMB, QI, QDWI. QMB (the most generous) generally starts around $1,350/month in income for a single person, and partial help often reaches up to roughly $1,816/month. Limits vary by state, reset every year, and are higher than most people assume.

    Why it matters

    The Part B premium — about $202.90 a month — is deducted straight from your Social Security check. Getting it paid puts roughly $2,400 a year back in your pocket, and QMB also wipes out deductibles, coinsurance, and copays entirely. Figures are approximate and change annually.

    Real-life example

    A retiree living on $1,500 a month qualifies for SLMB. Her Social Security deposit jumps by about $185 the following month.

    How to start

    1. 1Look up your state's income and asset limits on Medicare.gov.
    2. 2Apply through your state Medicaid office — MSP is administered by Medicaid, not Social Security.
    3. 3Gather proof of income, bank statements, and your Medicare card.
    4. 4Ask your local SHIP counselor to review the application with you for free.
    5. 5Reapply if you were denied more than a year ago — limits change annually.
    Visit the official site
  • Extra Help / Part D Low-Income Subsidy

    Most Missed

    Cuts prescription drug costs to a few dollars per prescription, with no coverage gap.

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    Who qualifies

    Medicare enrollees under roughly 150% of the federal poverty level — around $23,475 a year for a single person. Automatic if you have Medicaid, SSI, or a Medicare Savings Program. Income limits reset each year.

    Why it matters

    Worth an estimated $5,700–$5,900 a year. It also removes the Part D late-enrollment penalty and lets you switch drug plans once per quarter instead of waiting for Open Enrollment.

    Real-life example

    A man paying $310 a month for insulin and heart medication qualifies for Extra Help and pays under $12 a month instead.

    How to start

    1. 1Apply free at ssa.gov/extrahelp — it takes about 20 minutes.
    2. 2Have your bank balances and any retirement account values handy.
    3. 3If approved, compare Part D plans; Extra Help may make several $0 premium.
    4. 4Ask your pharmacist to re-run your prescriptions after approval.
    Visit the official site
  • SNAP for Seniors (Simplified Elderly Application)

    Grocery benefits with special rules for people 60+ — including deductions for medical costs.

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    Who qualifies

    Age 60+ (or disabled) with net income roughly under $1,255/month for one person. Seniors also get a higher asset limit, no gross income test, an uncapped shelter deduction, and a medical expense deduction.

    Why it matters

    Only about 2 in 5 eligible seniors enroll. The uncapped shelter deduction and the ability to deduct out-of-pocket medical costs above $35/month qualify many people who assumed their income was too high.

    Real-life example

    A couple with $2,400/month income and $500/month in prescriptions deduct their medical costs and qualify for $190 a month in groceries.

    How to start

    1. 1Screen yourself at benefitscheckup.org or your state SNAP site.
    2. 2Ask specifically for the elderly/disabled simplified application.
    3. 3Total your yearly medical costs — premiums, copays, dentures, hearing aids, transportation to appointments.
    4. 4Request a phone interview instead of an office visit if travel is hard.
    Visit the official site
  • LIHEAP — Home Energy Assistance

    Federal help paying heating and cooling bills, plus emergency shut-off protection.

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    Who qualifies

    Income-based, with priority given to households that include someone 60+, disabled, or a young child.

    Why it matters

    Grants typically run $500–$1,000 a year depending on your state, and many states add crisis funds that stop a shut-off within 48 hours. Ask the same office about the Weatherization Assistance Program under Housing & Care — it pays for insulation and furnace repair outright.

    Real-life example

    After a January shut-off notice, a widow calls her LIHEAP office, gets an emergency crisis grant, and keeps the heat on.

    How to start

    1. 1Find your state office through the LIHEAP Clearinghouse map.
    2. 2Apply early — funds are first-come and often run out mid-winter.
    3. 3Say the words "crisis" or "shut-off notice" if you have one; it moves you up the queue.
    4. 4Ask the same office about the Weatherization Assistance Program.
    Visit the official site
  • Senior Property Tax Exemptions & Freezes

    Most states cut, cap, or freeze property taxes for homeowners 65+ — but you must apply.

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    Who qualifies

    Typically age 62–65+, owner-occupied primary residence, sometimes with an income limit. Rules are set county by county.

    Why it matters

    Homestead exemptions and senior freezes commonly save $500–$3,000 a year — and a freeze protects you from rising assessments for as long as you live there.

    Real-life example

    A retiree in a rapidly appreciating neighborhood files a senior freeze and locks her assessment at its current value, saving thousands as values climb.

    How to start

    1. 1Search "[your county] senior property tax exemption" and use the official .gov result.
    2. 2Note the filing deadline — most are once a year and are not retroactive.
    3. 3Bring proof of age, deed or tax bill, and income documents.
    4. 4Ask whether your state also offers a tax deferral or circuit-breaker credit.
    Visit the official site
  • BenefitsCheckUp (NCOA)

    Most Missed

    One free screener that checks you against 2,000+ benefit programs in minutes.

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    Who qualifies

    Anyone. No account, no cost, no sales pitch.

    Why it matters

    Run by the National Council on Aging, it finds the programs on this page and hundreds of local ones — the fastest single way to stop leaving money on the table.

    Real-life example

    A caregiver runs the screener for her father and discovers he qualifies for SNAP, an MSP, and a state utility discount he'd never heard of.

    How to start

    1. 1Go to benefitscheckup.org and enter your ZIP code.
    2. 2Answer the income and household questions honestly — it is not an application.
    3. 3Print or email the results list.
    4. 4Apply to the top three by dollar value first.
    Visit the official site
  • Lifeline — Phone & Internet Discount

    Most Missed

    $9.25 a month off your phone or internet bill — more if you live on Tribal lands.

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    Who qualifies

    Anyone on Medicaid, SNAP, SSI, Federal Public Housing Assistance, or Veterans Pension/Survivors Benefit — or with income at or below 135% of the federal poverty level. One benefit per household.

    Why it matters

    It's about $111 a year off a bill you're already paying, and Tribal residents can receive up to $34.25 a month. Many participating carriers apply the discount to plans that end up costing little or nothing, which keeps you reachable for doctors, family, and benefit offices.

    Real-life example

    A retiree on SNAP applies through the National Verifier, picks a participating carrier, and her monthly phone bill drops to under $5.

    How to start

    1. 1Apply at lifelinesupport.org — it's the official National Verifier, and applying is free.
    2. 2Have proof of your qualifying program or income ready (award letter, benefit card).
    3. 3Once approved, choose a participating carrier and ask them to apply Lifeline to your plan.
    4. 4Recertify every year or the discount drops off automatically.
    5. 5Ask your carrier about any state-level phone or broadband discount you can stack on top.
    Visit the official site
  • National Park Senior Pass

    One-time $80 at age 62 buys lifetime entry to 2,000+ federal parks and recreation sites.

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    Who qualifies

    U.S. citizens and permanent residents age 62 and older. Choose the $80 lifetime pass or a $20 annual pass — four annual passes convert to a lifetime pass.

    Why it matters

    It covers everyone in your vehicle, not just you, and often includes discounts on camping, tours, and boat launches. A single park entry can run $35, so the pass pays for itself in a long weekend — and it gives retirement something a benefit check can't: places to go.

    Real-life example

    A 63-year-old buys the $80 lifetime pass, then takes her grandchildren to three national parks that summer at no additional entry cost.

    How to start

    1. 1Buy online at store.usgs.gov (a small processing fee applies) or in person at a federal recreation site with no fee.
    2. 2Bring proof of age and residency — a driver's license usually covers both.
    3. 3Sign the pass; it's only valid signed, and it isn't transferable.
    4. 4Ask about camping and amenity discounts each time you book.
    Visit the official site
🏠 Category

Housing & Care

Staying in your own home longer, finding affordable senior housing, and getting paid help — without spending down everything you own.

  • Eldercare Locator — 1-800-677-1116

    Most Missed

    One federal phone number that connects you to every aging service in your county.

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    Who qualifies

    Anyone 60+, plus family members and caregivers calling on their behalf.

    Why it matters

    This single call routes you to your Area Agency on Aging, which controls meal delivery, transportation, in-home aides, caregiver respite, and legal help. If you only do one thing on this page, do this.

    Real-life example

    A daughter three states away calls the Locator and within a week her mother has Meals on Wheels, a ride service to dialysis, and a case manager.

    How to start

    1. 1Call 1-800-677-1116 (Mon–Fri) or search by ZIP at eldercare.acl.gov.
    2. 2Ask to be connected to your Area Agency on Aging.
    3. 3Request an in-home assessment — it's free and unlocks services.
    4. 4Write down your case manager's direct number.
    Visit the official site
  • HUD Section 202 — Supportive Housing for the Elderly

    Most Missed

    Affordable apartment buildings built specifically for very low-income seniors, with on-site service coordinators.

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    Who qualifies

    Households with at least one person 62+ and very low income (typically under 50% of area median).

    Why it matters

    Rent is capped at 30% of your adjusted income — often a few hundred dollars a month — and buildings include accessibility features and a coordinator who arranges services.

    Real-life example

    A retiree paying $1,400 in market rent moves into a Section 202 building and pays $390 — freeing money for medication and food.

    How to start

    1. 1Search HUD's affordable apartment finder for Section 202 properties near you.
    2. 2Apply to several buildings at once — each keeps its own waitlist.
    3. 3Ask each property how long the list is and whether it's open.
    4. 4Re-confirm your place on every waitlist annually so you aren't dropped.
    Visit the official site
  • Housing Choice Vouchers (Section 8) & Senior-Designated Units

    A rent subsidy you can use in privately owned housing, with senior-only buildings in most areas.

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    Who qualifies

    Income-limited households; many local agencies give seniors and people with disabilities a preference.

    Why it matters

    You pay roughly 30% of income toward rent and the voucher covers the rest. Senior preferences can cut a multi-year waitlist down dramatically.

    Real-life example

    A 68-year-old with a senior preference reaches the top of a list in 11 months instead of the usual four years.

    How to start

    1. 1Find your local Public Housing Agency on HUD's PHA directory.
    2. 2Ask directly whether they have an elderly or disabled preference.
    3. 3Apply to every agency within commuting distance of family.
    4. 4Keep your mailing address current — agencies drop applicants they can't reach.
    Visit the official site
  • Medicaid HCBS Waivers — Care at Home Instead of a Nursing Home

    Most Missed

    Medicaid pays for in-home aides, adult day care, home modifications, and respite so you don't have to move into a facility.

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    Who qualifies

    Medicaid-eligible seniors who meet a nursing-home level of care. Many states allow higher income limits for waivers than for regular Medicaid.

    Why it matters

    Nursing home care averages over $100,000 a year. Waivers cover personal care, grab bars and ramps, emergency response systems — and in many states will pay a family member to be the caregiver.

    Real-life example

    A son leaves his job to care for his mother full time and is approved as her paid caregiver under his state's self-directed waiver.

    How to start

    1. 1Call your Area Agency on Aging and ask which HCBS waivers your state runs.
    2. 2Request a level-of-care assessment.
    3. 3Ask specifically about self-directed or consumer-directed options that pay family caregivers.
    4. 4Get on the waiver waitlist even if you don't need services yet.
    5. 5Talk to a certified elder law attorney before spending down assets.
    Visit the official site
  • Long-Term Care Ombudsman

    A free, confidential advocate who investigates problems in nursing homes and assisted living.

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    Who qualifies

    Any resident of a long-term care facility, or a family member acting for them.

    Why it matters

    Ombudsmen have legal authority to enter facilities, review records, and press for resolution — and complaints can be made anonymously without fear of retaliation.

    Real-life example

    A family reports repeated missed medications; the ombudsman investigates and the facility is required to correct its staffing plan.

    How to start

    1. 1Find your local ombudsman by state at theconsumervoice.org.
    2. 2Write down dates, times, and names before you call.
    3. 3Ask for a facility visit if the issue is ongoing.
    4. 4Escalate to your state survey agency if the problem isn't fixed.
    Visit the official site
  • National Family Caregiver Support Program

    Respite care, counseling, training, and supplies for the family member doing the caring.

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    Who qualifies

    Family caregivers of adults 60+, and grandparents 55+ raising grandchildren.

    Why it matters

    Respite hours give you a break before burnout ends the arrangement. Many agencies also provide supplemental supplies — incontinence products, nutritional drinks, emergency alert devices.

    Real-life example

    A caregiver receives 16 respite hours a month and finally makes her own doctor's appointments.

    How to start

    1. 1Call the Eldercare Locator and ask for the caregiver support program.
    2. 2Request a caregiver assessment, not just one for the person you care for.
    3. 3Ask about respite hours, supplemental supplies, and support groups.
    4. 4If the person you care for is a veteran, apply to the VA caregiver program too.
    Visit the official site
  • VA Aid & Attendance and Caregiver Support

    Most Missed

    An added monthly pension for wartime veterans and surviving spouses who need help with daily activities.

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    Who qualifies

    Wartime veterans (and surviving spouses) who receive or qualify for VA pension and need aid with bathing, dressing, or are housebound.

    Why it matters

    Aid & Attendance is tax-free and reaches roughly $2,874 a month for a veteran with a qualifying spouse — money that can pay for in-home help or assisted living. Surviving spouses are frequently unaware they qualify at all. Rates are approximate and change each year.

    Real-life example

    A veteran's widow in assisted living applies and receives a monthly benefit that covers a meaningful share of her facility bill.

    How to start

    1. 1Gather DD-214, marriage and death certificates, and medical evidence.
    2. 2Have your doctor complete VA Form 21-2680.
    3. 3File free through an accredited VSO — never pay anyone to file for you.
    4. 4Ask about the VA Program of Comprehensive Assistance for Family Caregivers.
    Visit the official site
  • USDA Section 504 Home Repair Loans & Grants

    Grants up to $10,000 for homeowners 62+ in rural areas to remove health and safety hazards.

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    Who qualifies

    Very low-income homeowners in eligible rural areas; grants (not loans) are reserved for those 62 and older.

    Why it matters

    Grant money never has to be repaid if you stay in the home. It covers roofs, wiring, plumbing, heating, and accessibility ramps — the repairs that otherwise force people out of their homes.

    Real-life example

    A 74-year-old with a failing roof receives a grant and stays in the house she's owned for 40 years.

    How to start

    1. 1Check your address on the USDA rural eligibility map.
    2. 2Contact your state USDA Rural Development office.
    3. 3Get written repair estimates before applying.
    4. 4Ask whether a combined loan-and-grant package covers a larger job.
    Visit the official site
  • Weatherization Assistance Program (WAP)

    Most Missed

    Free insulation, air sealing, and furnace repair for low-income households — with priority often given to people 60+.

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    Who qualifies

    Income-eligible households (commonly at or below 200% of the federal poverty level). Automatic eligibility in most states if you receive LIHEAP or SSI, and many states rank applicants 60+, disabled, or with children ahead of others.

    Why it matters

    This is not a loan and not a rebate you front the money for — crews do the work and you pay nothing. Average savings run a few hundred dollars a year on utilities, permanently, and repairs like a failing furnace or unsafe wiring are the kind that otherwise force people out of their homes. Renters can qualify too, with landlord consent.

    Real-life example

    A 71-year-old homeowner gets an energy audit, then free attic insulation and a furnace repair — her winter gas bill drops by about $60 a month for good.

    How to start

    1. 1Find your state weatherization office through the Department of Energy WAP page.
    2. 2Apply through the same agency that handles your LIHEAP application — it's often one intake.
    3. 3Say if you are 60+, disabled, or have a child at home; it can move you up the priority list.
    4. 4Schedule the free energy audit — it decides what work gets done.
    5. 5If you rent, ask the agency for the landlord consent form; don't assume you're ineligible.
    Visit the official site
❤️ Category

Health & Wellness

Getting Medicare right the first time, cutting prescription costs, and using the free help that already exists in your state.

  • SHIP — Free Medicare Counseling in Every State

    Most Missed

    Trained, unbiased counselors who compare your Medicare options one-on-one — and never sell anything.

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    Who qualifies

    Anyone on or approaching Medicare, plus family members helping them.

    Why it matters

    SHIP counselors don't earn commissions, unlike most "Medicare advisors" you see advertised. They routinely find people a plan that saves thousands a year and catch enrollment penalties before they happen.

    Real-life example

    A counselor reviews a couple's drug list and moves them to a different Part D plan, saving $2,300 in the coming year.

    How to start

    1. 1Find your state program at shiphelp.org.
    2. 2Bring your Medicare card and a complete list of prescriptions and dosages.
    3. 3Ask them to compare Original Medicare + Medigap against Medicare Advantage for your situation.
    4. 4Book again each fall during Open Enrollment (Oct 15 – Dec 7).
    Visit the official site
  • Medicare Enrollment — Getting the Windows Right

    What Parts A, B, C and D cover, and the deadlines that carry lifetime penalties if you miss them.

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    Who qualifies

    Nearly everyone at 65, and some people under 65 with disabilities.

    Why it matters

    Missing your Initial Enrollment Period can add a permanent 10% Part B penalty for every year you delayed. The Medigap window — 6 months after Part B starts — is the one time insurers can't turn you down for health reasons.

    Real-life example

    Someone still working at 65 with employer coverage confirms it counts as creditable, delays Part B safely, and enrolls penalty-free at retirement.

    How to start

    1. 1Mark your Initial Enrollment Period: 3 months before through 3 months after your 65th birthday month.
    2. 2If you're still working, get written confirmation your employer coverage is creditable.
    3. 3Use your 6-month Medigap open enrollment window — no medical underwriting.
    4. 4Review your plan every fall; plans change their drug lists and networks yearly.
    Visit the official site
  • Medicare Preventive Services — $0 Care

    Annual wellness visits, cancer screenings, vaccines, and more at no cost to you.

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    Who qualifies

    All Medicare Part B enrollees.

    Why it matters

    The Annual Wellness Visit is free and includes a cognitive assessment and a personalized prevention plan — but only about half of enrollees ever use it.

    Real-life example

    A free screening catches early colon cancer, and treatment begins while it's still highly curable.

    How to start

    1. 1Ask your doctor's office to schedule an "Annual Wellness Visit" by that exact name.
    2. 2Confirm the visit is billed as preventive, not as a problem visit.
    3. 3Keep a checklist of which screenings you're due for.
    4. 4Get the shingles, pneumonia, RSV, and flu vaccines your plan covers.
    Visit the official site
  • Prescription Savings — Patient Assistance & Discount Cards

    Manufacturer programs and free discount databases that cut drug costs, even without insurance.

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    Who qualifies

    Varies by program; many have generous income limits or none at all.

    Why it matters

    Nearly every major drug maker runs a patient assistance program that provides brand-name medication free or nearly free. Comparing cash prices across pharmacies can also beat your insurance copay.

    Real-life example

    A patient on a $600/month brand-name inhaler is approved for the manufacturer's program and pays nothing.

    How to start

    1. 1Look up each medication at needymeds.org.
    2. 2Check the manufacturer's own website for a patient assistance application.
    3. 3Ask your doctor's office — many have a staff member who files these.
    4. 4Compare cash prices at three pharmacies; the same drug can vary by 10x.
    Visit the official site
  • Fall Prevention & Chronic Disease Self-Management Programs

    Free evidence-based classes — Matter of Balance, Tai Chi for Arthritis, Chronic Disease Self-Management — offered through your Area Agency on Aging.

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    Who qualifies

    Generally free to adults 60+; some sites open to all ages.

    Why it matters

    Falls are the leading cause of injury death for people 65+, and one hip fracture often ends independent living. These programs measurably cut fall risk and are usually free.

    Real-life example

    After eight weeks of Tai Chi for Arthritis, a woman regains enough balance confidence to walk to her mailbox unaided again.

    How to start

    1. 1Ask your Area Agency on Aging which evidence-based programs run near you.
    2. 2Request a home safety assessment while you're at it.
    3. 3Have your doctor review medications that cause dizziness.
    4. 4Get your vision checked yearly.
    Visit the official site
  • Dental, Vision & Hearing — What Medicare Won't Cover

    Community health centers, dental schools, and nonprofit programs that fill Medicare's biggest gaps.

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    Who qualifies

    Federally Qualified Health Centers serve everyone on a sliding fee scale regardless of income or insurance.

    Why it matters

    Original Medicare covers no routine dental, vision, or hearing care. A sliding-scale clinic or dental school can cut a $2,000 procedure to a few hundred dollars.

    Real-life example

    A retiree gets dentures through a university dental school clinic at roughly a third of private cost.

    How to start

    1. 1Find a health center at findahealthcenter.hrsa.gov and ask for the sliding fee scale.
    2. 2Search for a dental or audiology school clinic in your state.
    3. 3Ask your Area Agency on Aging about local dental and hearing aid vouchers.
    4. 4Check whether a Medicare Advantage plan in your area covers these before Open Enrollment.
    Visit the official site
🛡️ Category

Work, Purpose & Protection

Paid work and volunteering built for older adults — and the fraud protections that keep what you've built safe.

  • SCSEP — Senior Community Service Employment Program

    Most Missed

    Paid, part-time on-the-job training for low-income job seekers 55 and older.

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    Who qualifies

    Age 55+, unemployed, with family income at or below 125% of the federal poverty level.

    Why it matters

    You earn at least minimum wage — real income, not a stipend — while training at a community organization, and most participants move into unsubsidized jobs afterward.

    Real-life example

    A 61-year-old laid off from retail trains 20 hours a week at a library through SCSEP and is hired there permanently.

    How to start

    1. 1Find your state's SCSEP grantee through the DOL senior employment page.
    2. 2Bring proof of age, income, and unemployment status.
    3. 3Ask to be placed at a host site matching the field you want to enter.
    4. 4Also register at your local American Job Center for extra services.
    Visit the official site
  • AmeriCorps Seniors (RSVP, Foster Grandparents, Senior Companions)

    Volunteer service for adults 55+, with tax-free stipends available in some programs.

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    Who qualifies

    RSVP: 55+, any income. Foster Grandparents and Senior Companions: 55+ with income limits, and they pay a tax-free hourly stipend.

    Why it matters

    This is paid volunteer work that won't mess with your benefits: the stipend is tax-free and, by law, is not counted as income for SNAP, housing, Medicaid, or SSI. Serving 15–20 hours a week can add up to several thousand dollars a year (often in the $4,000–$8,000 range depending on hours and local rate), plus meals and mileage. Beyond the money, structured service is one of the strongest protections against isolation after retirement.

    Real-life example

    A retired teacher becomes a Foster Grandparent, mentors in a first-grade classroom 15 hours a week, and receives a tax-free stipend plus meals and mileage.

    How to start

    1. 1Search programs by ZIP code at americorps.gov/seniors.
    2. 2Ask which local programs pay a stipend versus pure volunteering.
    3. 3Confirm the stipend is excluded from your other benefit calculations.
    4. 4Start with a short trial placement before committing.
    Visit the official site
  • Age Discrimination — Know Your Rights

    Federal law protects workers 40+ in hiring, promotion, layoffs, and benefits.

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    Who qualifies

    Workers and applicants 40 and older at employers with 20+ employees.

    Why it matters

    Deadlines are short — often 180 or 300 days from the incident. Filing with the EEOC is free and is a required step before most lawsuits.

    Real-life example

    A worker pushed out days before pension vesting files an EEOC charge within the window and reaches a settlement.

    How to start

    1. 1Write down dates, names, and exact statements while memory is fresh.
    2. 2Save emails, reviews, and severance documents.
    3. 3File a charge at eeoc.gov or by calling 1-800-669-4000 — do it before the deadline.
    4. 4Never sign a severance waiver without at least the review period the law gives you.
    Visit the official site
  • Senior Medicare Patrol — Fraud & Billing Errors

    Most Missed

    Free help reading your Medicare statements and reporting fraud, errors, and abuse.

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    Who qualifies

    Any Medicare beneficiary or family member.

    Why it matters

    Medicare fraud costs tens of billions a year, and beneficiaries are the first line of detection. SMP volunteers will go through your statements line by line with you.

    Real-life example

    A retiree spots charges for a back brace she never received; SMP reports it and the charges are reversed.

    How to start

    1. 1Find your state SMP at smpresource.org.
    2. 2Read every Medicare Summary Notice and compare it to your calendar.
    3. 3Never give your Medicare number to anyone who calls, texts, or knocks.
    4. 4Report suspected fraud to 1-800-MEDICARE and your SMP.
    Visit the official site
  • Scam Protection — FTC, Do Not Call & SSA Imposters

    Where to report the calls, texts, and emails targeting older adults — and how to shut them down.

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    Who qualifies

    Everyone.

    Why it matters

    Older adults lose more money per incident than any other age group. Government agencies never call demanding gift cards, wire transfers, or crypto — knowing that one rule stops most scams cold.

    Real-life example

    A caller claiming to be from Social Security threatens arrest unless gift cards are bought. The call is hung up on and reported — no money lost.

    How to start

    1. 1Register every phone number at donotcall.gov.
    2. 2Report scams at reportfraud.ftc.gov and SSA imposters at oig.ssa.gov.
    3. 3Freeze your credit free at all three bureaus.
    4. 4Agree with family on a code word for any real emergency money request.
    5. 5Hang up and call the agency back at its published number — always.
    Visit the official site
  • Free Tax Prep — AARP Tax-Aide & IRS VITA/TCE

    IRS-certified volunteers prepare and file your return free, with a focus on taxpayers 50+.

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    Who qualifies

    Tax-Aide: free to anyone, no AARP membership required. TCE prioritizes taxpayers 60+.

    Why it matters

    TCE volunteers are trained specifically for retirement tax situations — pensions, annuities, Social Security taxability, RMDs — and sites run February through April. They catch credits seniors routinely miss: the higher standard deduction at 65+, the Credit for the Elderly or Disabled, and state property tax circuit-breakers worth hundreds more.

    Real-life example

    A first-time Tax-Aide client learns she qualified for a state property tax credit and amends two prior returns for a refund.

    How to start

    1. 1Find a site at aarp.org/taxaide or irs.gov/vita from late January.
    2. 2Book early — appointments fill fast in February.
    3. 3Bring photo ID, Social Security cards, last year's return, and all 1099s.
    4. 4Ask them to check the extra standard deduction for age 65+.
    Visit the official site

Not sure where to begin?

Take the free Independence Roadmap™ assessment and we'll map which of these matter most for your situation — or grab a toolkit and work through it step by step.

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