Displaying 29 results
INmail: Navigating Social Security benefits and public employee offsets
Public employees in about a dozen states, as well as federal employees under the old Civil Service Retirement System, do not participate in Social Security and are not subject to payroll taxes.
INmail: Bad information on survivor benefits
If a client has remarried after a divorce, they may still be eligible for divorced widow benefits when the first spouse dies.
INmail: Signing up for Medicare nixes HSA contributions
If clients turn 65, and are still working and covered by an employer’s group health insurance plan, should they sign up for Medicare Part A?
INmail: Estimating future Social Security benefits
The estimated benefit predicated for a client continuing to work at her current pay scale was calculated by Social Security. But, what about her benefits?
INmail: Severance pay can temporarily boost Medicare premiums
Will a wife lose all of her Social Security benefits due to increased Medicare premiums triggered by her husband’s severance package?
INmail: Spousal benefit math when claiming before full retirement age
By claiming her Social Security early, will my client's benefits be permanently reduced?
INmail: Get phone help from Social Security Admin during the pandemic
Receiving Social Security benefits on someone else’s earnings record.
INmail: Claiming strategy for nonworking spouse
What’s the best Social Security claiming strategy for a married couple where the husband is 67 and the wife, who has no earnings history of her own, is 65?
INmail: Switching between retirement and survivor benefits
Could I stop collecting my retirement benefit, switch to my survivors benefit and then switch back to my retirement benefit at age 70?
