Results for "social security"

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Social Security update for same-sex couples

April 10, 2017

When is a marriage a marriage? In the case of same-sex couples, it can be complicated, particularly if their union pre-dates the nationwide recognition of gay marriage. On June 26, 2015, the U.S. Supreme Court issued a decision in Obergefell...

How to spot fake answers from Social Security Administration reps

April 3, 2017

We've all grown a bit weary over politically charged arguments about what constitutes real versus fake news. Based on my overflowing email box, I sense a similar frustration from financial advisers and their clients about how to interpret answers...

Hiring freeze and budget cuts impact Social Security claims

March 27, 2017

Last week, 50 members of Congress sent a letter to President Donald J. Trump asking him to exempt the Social Security Administration from the federal hiring freeze "to ensure that the American people receive the first-class service they have...

Gray divorce presents Social Security challenges

March 10, 2017

While overall divorce rates in the U.S. remained stable between 1990 and 2010, gray divorce among spouses age 50 or older doubled during the same 20-year period, jeopardizing the retirement security of millions of baby boomers. Now, one in four...

Social Security Administration continues to give bad advice on claiming rules

February 13, 2017

I don't know who is more frustrated about the rash of bad advice being doled out by Social Security Administration staffers recently — financial advisers, their clients or me. More than a year after Congress approved changes to Social Security...

Medicare enrollment ends HSA eligibility

February 9, 2017

As many clients continue to work beyond the traditional retirement age of 65, financial advisers are often confronted with questions about the interaction of employer-provided health insurance, Medicare and health savings accounts. Health savings...

Mary Beth Franklin: Why Social Security is so important to women

February 3, 2017

More than half of Social Security beneficiaries over age 62 are women, and two-thirds of beneficiaries over age 85 are women. InvestmentNews contributing editor Mary Beth Franklin discusses how advisers can help them maximize their benefits.

When claiming Social Security early makes sense

January 27, 2017

A question from an InvestmentNews reader warmed my heart because it perfectly demonstrates how financial advisers can continue to help their clients maximize their Social Security benefits even after the recent changes to the claiming strategy...

2016 tax returns determine 2018 Medicare premiums

January 25, 2017

As your older clients gather their financial documents to file their 2016 federal income taxes, they should pay close attention to the bottom line on their tax return. Their adjusted gross income in 2016, plus any tax-exempt interest income,...

Mary Beth Franklin: How to maximize Social Security when one spouse is receiving disability benefits

January 20, 2017

Can a wife collect spousal benefits on her husband who is receiving Social Security disability benefits? InvestmentNews contributing editor Mary Beth Franklin explains the answer to this very popular question among readers.

Some compensation is exempt from Social Security earnings test

January 19, 2017

Talk about double whammy! One adviser asked me for guidance on a Social Security claiming strategy for a newly widowed client. Not only did she lose her husband recently, but at the end of last year, she also lost her job. The adviser, Dewey...

Mary Beth Franklin: Why that Social Security check might be less than you expected

January 11, 2017

One financial adviser was baffled when her client received a Social Security check that was $1,000 less than what they expected. InvestmentNews contributing editor Mary Beth Franklin discusses why they failed to account for two things.

Social Security to stop mailing paper statements — again

January 10, 2017

The Social Security Administration announced it will stop mailing estimated benefit statements to most American workers in a cost-saving move that is expected to save about $11 million this year. Well, “announced” may be too strong a word....

Mary Beth Franklin: How to correct erroneous Social Security earnings records

January 5, 2017

What do you do when you find out your Social Security earnings record is wrong? InvestmentNews contributing editor Mary Beth Franklin discusses how to spot errors and the steps to take once you find them.

7 Social Security fixes to boost benefits

January 3, 2017

Sometimes a financial adviser engages a new client who has already begun collecting Social Security benefits. Or, perhaps an existing client files for Social Security without consulting the adviser about how it will impact the overall retirement...

Social Security rules for the twice-widowed client

December 28, 2016

The majority of American adults marry at least once during their lifetimes, but only about 40% of them stay married, according to the U.S. Census Bureau. Some Americans go on to marry a second time and a small percentage — 4% — marry three...

Mary Beth Franklin: How Social Security benefits are really calculated

December 27, 2016

InvestmentNews contributing editor Mary Beth Franklin breaks down how the Social Security Administration calculates benefits and what advisers' clients can do to maximize the money coming in.

Social Security program to run out of money in calendar year 2029: CBO report

December 22, 2016

The Social Security program will run out of money in calendar year 2029 and will not be able to pay full benefits after that, according to updated projections published Wednesday by the Congressional Budget Office. The program consists of two...

Calculating the impact of new Social Security rules

December 21, 2016

Looking back on the Social Security rules changes that took effect in 2016, some financial advisers may think that it is no longer worth their time to focus on claiming strategies to boost their clients' retirement income. But rather than playing...

10 top Social Security stories of 2016

December 16, 2016

2016 was a big year for Social Security news, following Congress’ vote to eliminate some key Social Security claiming strategies. Here are the Social Security stories in InvestmentNews that gained the most attention from readers this year,...

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