« Staff Listing

Mary Beth Franklin

Contributing Editor

Mary Beth Franklinhttp://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=MBFranklin&maxw=220&cci_ts=20170228045837

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


Demographic shift of retirees to affect consumer spending

Feb 24, 2017

Some retirement destinations will likely see more than 30% consumption growth due to population shifts.


Using IRAs to reduce Medicare premiums

Feb 21, 2017

Directing a portion of required minimum distributions directly to a charity can reduce both taxes and Medicare premiums

Small and large course corrections can add up to big savings for retirement

Feb 15, 2017

Financial advisers can prove their worth as they help their clients consider a range of possibilities to improve their retirement security

Social Security Administration continues to give bad advice on claiming rules

Feb 13, 2017

Staff denies some eligible applications for spousal benefits

Medicare enrollment ends HSA eligibility

Feb 9, 2017

Working longer can allow continued contributions

Two ways to boost Social Security benefits

Feb 6, 2017

Working longer and postponing benefits can increase future payments

When claiming Social Security early makes sense

Jan 27, 2017

This strategy is not going away with the rule changes authorized by the Bipartisan Budget Act of 2015

2016 tax returns determine 2018 Medicare premiums

Jan 25, 2017

High-income surcharge based on new brackets next year

Some compensation is exempt from Social Security earnings test

Jan 19, 2017

Severance pay does not count, nor do trailing insurance commissions

Medicare decisions get personal

Jan 13, 2017

In latest dispatch from the retirement front, IN editor crunches healthcare numbers

View all stories by Mary Beth »