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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=20180318093036

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


Graying of America will put pressure on Social Security reform

Mar 16, 2018

U.S. seniors will outnumber those 18 and under by 2035


Social Security budget cuts lead to declining customer service

Mar 12, 2018

Telephone, in-person wait times soar as the demand for retirement benefits rises


Social Security and divorce: Mary Beth Franklin answers your questions

Mar 7, 2018

New claiming rules limit claiming options based on timing, birth date


Chipping away at entitlement reform

Mar 5, 2018

Chained CPI, increased means testing for Medicare and a proposed new payroll tax hint at future action


Even the strongest retirement plans can be derailed by health care costs

Feb 26, 2018

New guide offers ideas for estimating and funding retiree health care


Future retirees more vulnerable to income shocks

Feb 21, 2018

The increased use of annuities and reverse mortgage could improve outcomes


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

View all stories by Mary Beth »


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