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Social Security in 2024 and beyond
Benefits will be higher next year, but long-term financial concerns persist.
Social Security do-overs and lump sums
People who claimed Social Security early and now regret it have two opportunities to reverse that decision.
Social Security rules on kids’ benefits
Caregiving parents may receive benefits regardless of their age.
Social Security’s crucial role shadowed by new doubts
Crisis of confidence in the program is prompting many to claim benefits early.
Getting Medicare premiums refunded after death
Survivors can apply for a refund of the deceased person's unused premiums.
Social Security rules for divorced spouses
First rule: There must be at least a decade between 'I do' and 'I don’t.'
Last chance for Social Security claiming strategy
While the rules for claiming Social Security will get a bit simpler starting in 2024, clients will continue to need advice on the best time to claim benefits.
Why some public employees can’t collect Social Security
The Windfall Elimination Provision reduction rules affect about 2 million people or about 3% of Social Security beneficiaries.
Navigating through the Medicare maze
Miss your seven-month initial enrollment period and you may face lifelong enrollment penalties and delayed coverage.
Now’s the time to talk about the future of Social Security
The InvestmentNews staff plans to ask policy and financial experts in the coming months about their vision for the future of Social Security in the 21st century.
Helping clients apply for survivor benefits
If a surviving spouse is collecting their own Social Security retirement or disability benefit when their spouse dies, or is not yet collecting Social Security, they will have to apply for survivor benefits.
What’s new for Social Security and Medicare this year
Not only did Social Security benefits increase in 2023, but Medicare Part B premiums declined for the first time in more than a decade, resulting in larger net Social Security benefits for most retirees.
Social Security expert starts phased retirement
Mary Beth Franklin, who launched her final career phase as a weekly columnist in 2012, will continue writing a monthly column for InvestmentNews.
Delaying claiming Social Security beyond age 70
It sounds odd, since delayed retirement credits stop accumulating at age 70, but intentional late filing for benefits can shift income into the next tax year.
IRMAA notification letters outline Medicare costs for 2023
Your clients may be able to appeal an IRMAA surcharge if their income has declined.
Last chance to switch Medicare drug plans and save
Most beneficiaries who stay in their current plans will pay more in 2023, and Medicare open enrollment, which lets beneficiaries change plans, ends next week.
Apparent detour opened new career path
Gaining the CFP designation became the fulcrum for a midcareer pivot, but earning it wasn't easy.
Retiree health care costs to rise despite Medicare premium decline
The one-year drop in premiums does not offset the overall inflation in health care costs.
No need to claim Social Security to cash in on COLA
Anyone who's 62 or older in 2023 will benefit from the 8.7% cost-of-living increase to benefits that was recently announced for next year by the Social Security Administration.
Deciphering a cryptic letter from Social Security
It’s a good idea to hold on to correspondence from the Social Security Administration to keep track of your benefits and understand any changes in the monthly amount.
