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Mary Beth Franklin

Mary Beth Franklin is a Contributing Editor at Investment News specializing in Social Security, Medicare and Retirement income. She has been a financial journalist for more than 40 years, covering everything from federal budget and tax policies as a Capitol Hill reporter for United Press International to consumer finances as a writer and editor at Kiplinger’s Personal Finance magazine. Mary Beth became a Certified Financial Planner in 2015 and is an in-demand speaker at conferences for financial professionals as well as a frequent guest on numerous radio and television programs. She is the author of “Maximizing Your Social Security Retirement Benefits” and host of the Retirement Repair Shop podcast. In her free time, Mary Beth likes to read, garden, ski and play the piano. She received a BA in Communications from American University in 1975 where she continues to mentor journalism students.

Displaying 1104 results

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Self-employment a halfway house for retirement

Home-based work makes for a good transistion for clients looking to ease into their golden years

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Mary Beth Franklin: How to beat the new flex account cap

One of the changes to 2013 tax rules is a new limit on how much workers can stash in their tax-deferred flexible spending accounts.

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Mary Beth Franklin: The one thing advisers should know about Social Security

When it comes to retirement benefits and survivor benefits, don't cross the streams

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Should widows take survivor or retirement benefits?

Actually, they can claim one type early and switch to the other later to maximize benefits

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No linkage as Social Security stays unchained — for now

Pressure builds to scale back annual inflation adjustments

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Last chance for some clients to lower their 2012 tax bill

Older IRA owners can still direct distribution to charity

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Permanent AMT fix protects millions of middle-class taxpayers

The patch ends here. As part of the fiscal cliff negotiations, Congress agreed to boost the level…

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Why singles should not claim Social Security at 66

New research refutes conventional wisdom.

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Mary Beth Franklin: For Social Security, it’s ’till decade do us part’

Marriage must last at least 10 years to claim Social Security benefits on ex-spouse

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Social Security: More on how to collect on your ex

Even a self-professed expert gets it wrong sometimes