Social Security Snapshot


When it comes to finding the perfect backdrop for your retirement, Ohio may not be topping your list of options – but maybe it should be! It offers a friendly Midwestern lifestyle, with a low cost of living, plenty of scenic rivers and lakes, wine country and walkable cities. Ohio is an underestimated retirement location that is drawing seniors from all over the country to its scenic beauty and robust culture. Be part of it! Your first step is to consult with a Social Security Advisor who is a Registered Social Security Analyst to ensure you receive all of the social security income and benefits you’re entitled to life at its best in the Buckeye State.

Social Security for Ohio residents — here’s what you can expect:

  • Retirement benefits
  • Benefits for disabled workers and their dependents
  • Benefits to the families of deceased workers

You may also be entitled to:

  • Supplemental Security Income program (SSI) – a needs-based program for people ages 65+ and people with disabilities, regardless of age.
  • Assistance if you are a Medicare beneficiary with limited income to apply for extra help with the cost of prescription drugs (Medicare Prescription Drug Program.)

Social Security: It’s tax free in Ohio

While the IRS may tax you on up to 85% of on Social Security benefits, all Social Security income is tax-free on your Ohio state income tax return —regardless of income or the size of your Social Security benefit.

What you need to know as an Ohio retiree:

  • Ohio is moderately tax-friendly toward retirees.
  • Social Security income is not taxed.
  • Withdrawals from retirement accounts are fully taxed.
  • Wages are taxed at normal rates.
  • Public and private pension income are partially taxed.

Find a Social Security Advisor that has the RSSA credential.

If you’re planning for retirement in Ohio, advisors that are Registered Social Security Analysts can help you gain far more Social Security income by making the optimal claiming decisions. Our clients have realized from $20K to $200K in potential additional benefits. Contact us today for a complimentary 15-minute consultation with one of our RSSA advisors.

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