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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=20170220125308

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

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

Social Security to stop mailing paper statements — again

Jan 10, 2017

Budget restraints will limit paper benefit statements to those 60 and older

Social Security changes coming to beneficiaries and taxpayers in 2017

Jan 5, 2017

Whether your clients are receiving monthly checks or still paying in, be aware of these adjustments

View all stories by Mary Beth »