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Mary Beth Franklin

Contributing Editor

Mary Beth Franklinhttp://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=MBFranklin&maxw=220&cci_ts=20180218204403

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


Social Security underpaid 82% of dually entitled widows and widowers

Feb 16, 2018

Agency failed to tell survivors that they could switch to a higher retirement benefit later


Tough tax season for victims of Social Security hack

Feb 13, 2018

Crooks stole their benefits, but the victims received 1099s for reportable income


Online Social Security accounts are just the first step in preventing identity theft

Feb 8, 2018

Individuals with online accounts are still vulnerable to fraud and should remain vigilant.

taxes 1040-Main

New tax law offers opportunities for advisers and retirees

Feb 7, 2018

But treatment of income from different sources can have unintended consequences

retirement clock 2-Main

Timing is crucial for Social Security and Medicare

Jan 29, 2018

Picking the wrong date could cost you benefits or trigger penalties

health care cost-Main

New tool helps advisers estimate health care costs

Jan 23, 2018

Data analysis can illustrate how healthy behavior increases longevity and reduces retirement expenses

Social Security-Main

Social Security payments to continue during government shutdown

Jan 22, 2018

Limited services available in field offices during funding lapse


Beware: Medicare surcharges can change throughout year based on latest tax return

Jan 17, 2018

This 'dispatch from the retirement front' explains that updated tax records can make higher Medicare premiums retroactive

Screenshot 2018-01-10 11.01.35

Time's up for feminine famine in financial planning?

Jan 10, 2018

Despite record number of new female CFPs, women still stuck at 23%


Social Security rules for new retirees

Jan 8, 2018

Clients can claim benefits even if earnings exceed annual limit

View all stories by Mary Beth »

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