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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

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

Social Security reaches 75th anniversary of first monthly retirement check

Jan 29, 2015

Retirement benefits underscore the value of lifetime income, inflation protection

Two new Social Security books to add to your go-to list

Jan 26, 2015

Add one to your bookshelf and refer clients to the other

A recipe for future retirement security

Jan 22, 2015

Early financial literacy training is key

Investigate Social Security claiming tools for free

Jan 20, 2015

When considering a Social Security software program, make sure it covers all of your potential client profiles

More by Mary Beth Franklin »