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Mary Beth Franklin

Contributing Editor

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Mary Beth Franklinhttp://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=MBFranklin&maxw=220&cci_ts=20161203165002

Mary Beth Franklin is a contributing editor at InvestmentNews. As a nationally recognized expert in Social Security claiming strategies, she is also a frequent public speaker. With a background as a Capitol Hill reporter and a former retirement and tax editor at a national magazine, Mary Beth writes regularly about the latest research and thought leadership on retirement income planning. In her free time she likes to garden, ski, play the piano and travel with her recently retired husband. Her book, “Maximizing Your Clients’ Social Security Retirement Benefits,” is available for purchase.

Recent Articles

Older investors use both financial advisers and online advice

Nov 30, 2016

Clients want help beyond classic investment services

Many current retirees reluctant to tap savings

Nov 28, 2016

But without pensions, boomers won't have a choice

Seniors see Social Security changes as benefit cuts

Nov 23, 2016

New rules require weighing claiming strategies against competing income goals

Why Social Security is crucial to women

Nov 21, 2016

Lower incomes and fewer assets in savings plans lead to problems in retirement

New Social Security rules and divorce

Nov 15, 2016

Two sets of benefits exist for ex-spouses depending on their birth dates

Gradually converting a traditional IRA to a Roth can boost nest egg

Nov 10, 2016

Plus, the strategy can help reduce required minimum distributions and cut taxes

Advisers still baffled by key rule changes to Social Security claiming strategies

Nov 2, 2016

One year after the Bipartisan Budget Act of 2015 was signed into law on Nov. 2, advisers and clients still brushing up on new rules

New book offers advice on how to navigate the post-DOL rule world

Oct 26, 2016

Forty industry leaders offer insights in crowd-sourced guide

Big gap between Social Security cost-of-living adjustment and retiree inflation

Oct 24, 2016

Miniscule benefit hike won't protect seniors' buying power

Coordinating Social Security disability and retirement benefits

Oct 17, 2016

Spouses can claim benefits when mate collects disability

View all stories by Mary Beth »