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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=20160211055019

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 Administration releases details of rule on new spousal benefits claiming strategy

Feb 8, 2016

But the agency still has no guidelines for new file-and-suspend deadlines

Adjusting Social Security claiming strategies for new rules

Feb 3, 2016

Here are a few scenarios that can help you guide your clients' decisions

Retirement income hit with highest effective tax rates

Feb 1, 2016

New software helps advisers maximize spendable income for clients

Are your clients using the wrong account to save for retirement?

Jan 27, 2016

Provocative article suggests health savings accounts may top 401(k) plans as wealth accumulation vehicle

Test your knowledge about upcoming Social Security changes

Jan 20, 2016

A new online quiz is tougher than it looks

Social Security claiming questions persist

Jan 19, 2016

The Social Security Administration still has not provided official guidance on coming changes

Gray divorce boosts poverty level for women

Jan 12, 2016

New Social Security rules will limit claiming options for ex-spouses

Key 2016 dates for retired clients

Jan 8, 2016

Make sure your clients comply with deadlines for taxes, Medicare, Social Security and retirement distributions

Retirement readiness improves, but most Americans' savings still fall short

Jan 7, 2016

More than half of Americans are still at risk of being unprepared to completely cover essential living expenses in retirement

New resolution: Create and review your Social Security statement online

Jan 5, 2016

If your earnings information is wrong, you may not receive all the benefits to which you are entitled

View all stories by Mary Beth »