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Mary Beth Franklin

Contributing Editor

Mary Beth Franklin

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

Income spike can reduce Social Security benefits

Mar 31, 2015

Blame the temporary reduction on higher Medicare premiums

Lifetime retiree health care cost projections up 6.5%

Mar 25, 2015

Average costs could exceed Social Security benefits in the future

New retirement planning: How to spend your time, not your money

Mar 19, 2015

Many people in their 70s represent the last hurrah of the traditional image of American retirement

Social Security's negative returns

Mar 3, 2015

Payroll tax contributions exceed lifetime benefits for most workers

Stop guesstimating, or worse, ignoring, your clients' health care costs in retirement

Feb 27, 2015

Software is available that gives advisers a fighting chance of determining long-term care costs and the need for insurance

Boomers' unique spin on retirement housing

Feb 25, 2015

Discovering a freedom threshold and dispelling the downsizing myth

Social Security rules for divorced public employees

Feb 19, 2015

Benefit reductions apply only to workers who did not pay FICA taxes

401(k) challenge: Plugging plan leakage when workers change jobs

Feb 17, 2015

Safeguarding participants from cashing out and providing an efficient means to manage retirement savings are two key tests

Testing Social Security 'what if' scenarios

Feb 9, 2015

Advisers ask what happens to benefits when clients retire before 62

How to best minimize taxes during retirement

Feb 5, 2015

Combine tax-efficient withdrawals and Social Security claiming strategies to improve retirement outcomes

More by Mary Beth Franklin »