Results for "social security"

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Americans want to prop up Social Security — but not on their backs

January 31, 2013

A majority of the American public supports preserving, and even enhancing, existing Social Security benefits, even if it means raising payroll taxes on working-age Americans. A new survey, released Thursday by the nonpartisan National Academy...

Social Security goes fully paperless

January 27, 2013

Financial advisers were among the most vocal critics when the Social Security Administration first suspended mailing annual benefit statements to workers as a cost-saving measure in mid-2011. The mailing of these documents that are so crucial...

Factoring a child's benefit into a claiming strategy

January 27, 2013

When I speak to consumers and financial advisers about strategies for claiming Social Security, I often joke about the “Viagra College Fund.” That is how I refer to the provision of Social Security benefits to a dependent child when a parent...

Barro: In flap over 'Makers and Takers,' Ryan a faker

January 25, 2013

In his second inaugural address, President Barack Obama took issue with the "makers versus takers" narrative put out by Republican politicians. Paul Ryan took issue with the president's characterization of his argument: [E]arned entitlements,...

Delaying Social Security bennies could come back to bite clients

January 20, 2013

For every action there is a reaction. It's a basic rule of science — and financial planning. I wanted to share an e-mail I received from an InvestmentNews reader in California regarding an elderly woman who purposely delayed taking her Social...

Why the merry widow is so merry

January 20, 2013

S eniors involved in later-life romances sometimes choose to live together rather than remarry, in order to preserve pension benefits of a previous spouse or to avoid becoming responsible for the debts of their new partner, including long-term-care...

Mary Beth Franklin: Why the merry widow is so darned merry

January 15, 2013

Seniors involved in later-life romances sometimes choose to live together rather than remarry in order to preserve pension benefits of a former spouse or to avoid becoming responsible for the debts of their new partner, including long-term care...

Figuring out Social Security spousal benefit requires some ciphering

January 11, 2013

Most financial advisers grasp the basic concepts of Social Security claiming strategies: Claim early and collect a smaller benefit over a longer period of time or hold out for a bigger benefit at full retirement age or later, which for married...

Mary Beth Franklin: The one thing advisers should know about Social Security

January 9, 2013

I want to thank Investment News reader Larry Lindsley, a certified financial planner in Green Bay, Wis., for posing an important question about Social Security benefits for married couples. He asked how claiming reduced retirement benefits early...

No linkage as Social Security stays unchained — for now

January 3, 2013

Demands by congressional Republicans to scale back the future cost of the Medicare and Social Security programs nearly derailed the year-end fiscal cliff negotiations. In the end, congressional leaders and the White House postponed tough decisions...

Should widows take survivor or retirement benefits?

December 17, 2012

When it comes to selecting when and how to claim Social Security benefits, widows and widowers have more flexibility than other beneficiaries. Remember, retirement benefits and survivor benefits represent two different pots of money. A surviving...

Retirees can cut their taxes by delaying Social Security

December 16, 2012

When individual retirement accounts and 401(k)s were created decades ago, the idea was to offer tax-deferred savings on retirement plan contributions while workers were most likely in their highest tax brackets and to tax distributions during...

Stay married for a decade to get benefits

December 16, 2012

During a gathering of Social Security wonks at the Newseum in Washington last month, I joked that perhaps marriage vows should be rewritten to raise awareness of the value of Social Security benefits for divorced individuals under certain conditions....

Social Security: More on how to collect on your ex

December 12, 2012

Recently I committed what, back in my Catholic school days, would be called a “sin of omission.” In my latest blog about Social Security benefits -- 'Til Decade Do Us Part"-- I left out a key phrase and some of my readers may have been confused...

Mary Beth Franklin: For Social Security, it's 'till decade do us part'

December 10, 2012

During a recent gathering of Social Security wonks at the Newseum in Washington, DC, last month, I joked that perhaps marriage vows should be rewritten to raise awareness about the value of Social Security benefits for divorced individuals under...

Many unaware of this Social Security twist

December 9, 2012

I love hearing from InvestmentNews readers as they discover the mysteries of strategies for claiming Social Security. One adviser from Gaithersburg, Md., recently wrote about the pleasant surprise he received when he filed for Social Security...

Mary Beth Franklin: Advisers unaware of this Social Security twist

December 4, 2012

I love hearing from Investment News readers as they discover the mysteries of Social Security claiming strategies. One adviser from Gaithersburg, Md., recently wrote to me about the pleasant surprise he received when he filed for Social Security...

Ex-wives not X'd out of Social Security survivor benefits

November 29, 2012

I dug into my mailbag today to share an interesting question about Social Security benefits from a financial adviser in Colorado Springs. Alan writes: “I have a female client age 56. She was married for over 10 years, divorced, and her former...

Updated Pru report out on Social Security strategies

November 25, 2012

There is nothing I enjoy more than sitting around with a bunch of smart people discussing my favorite topic: strategies for claiming Social Security. I had a chance to do so last Monday with a stellar panel of experts at the Newseum in Washington....

Ignoring women's health-care costs 'reckless': Experts

November 21, 2012

Financial advisers have an obligation to help female clients plan for future health care needs and expenses, including evaluating the options for long-term-care insurance and Medicare, according to a panel of experts participating in an InvestmentNews...

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