Results for "social security"

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Social Security rules define when a spouse is a spouse

April 22, 2013

I received an interesting question from a reader last week. She asked what are the Social Security claiming rules for a married couple that has been legally separated for years, but is not divorced? In this case, both spouses are older than...

Disability automatically converts to retirement benefits at 66

April 21, 2013

A financial adviser in Minneapolis recently received a panicked call from one of his clients asking what would happen to her disability benefits once she reached full retirement age. She had heard that Social Security disability benefits end...

Mary Beth Franklin: Social Security Disability muddles claiming picture

April 17, 2013

A financial adviser in Minneapolis received a panicked call from one of his clients recently asking what would happen to her disability benefits once she reached full retirement age. She had heard that Social Security disability benefits end...

Widower can collect survivor benefits now, retirement benefits later

April 11, 2013

So often when I write or talk about Social Security benefits, I refer to the fact that actuarially, women are likely to survive their husbands. Consequently, many of my discussions of survivor benefits focus on widows. But Social Security benefits...

Study backs delaying benefits

April 7, 2013

After years of preaching the gospel of delaying Social Security benefits, I was gratified to read a new study from Morningstar Inc. saying that most retirees would be better served by waiting until their full retirement age or later to claim...

Obama backs new inflation formula for Social Security

April 5, 2013

It's official — almost. President Barack Obama's new budget proposal calls for reductions in the growth of Social Security and other benefit program, according to several news sources. Although the administration's proposal for the Fiscal...

No limit to confusion over Social Security earnings cap

April 4, 2013

My interview on National Public Radio's Morning Edition program earlier this week and a recent rebroadcast of my Social Security special on the PBS WealthTrack program has touched off a flood of e-mails and phone calls from consumers. Their...

How long you're hitched makes big difference in Social Security payouts

April 1, 2013

The recent Supreme Court hearing on whether the 1996 Defense of Marriage Act (DOMA) should be overturned has thrust gay marriage into the national spotlight. DOMA, which states that a marriage must be between one man and one woman, makes it...

Pension rule can mean big Social Security cut

March 31, 2013

I received a question from a reader the other day wondering why his ex-spouse was denied Social Security benefits. She collects a pension based on her years as a public school teacher in Rhode Island, where employees in some local jurisdictions...

Now entering: Pension offset zone, a Social Security nightmare

March 26, 2013

I received a question from a reader the other day wondering why his ex-spouse was denied Social Security benefits. She collects a pension based on her years as a public school teacher in Rhode Island, where employees in some local jurisdictions...

Social Security options worth investigating

March 24, 2013

My e-mail traffic has been a bit heavier than usual, thanks to a recent rerun of a Social Security special I taped with Consuelo Mack for her “WealthTrack” program that originally aired on Public Broadcasting Service stations last year....

Mary Beth Franklin: Age difference creates Social Security quandry

March 22, 2013

Most Social Security claiming examples assume that the two spouses are the same age or that the husband is slightly older. In most of those cases, it makes sense for the higher-earning spouse, usually the husband, to delay claiming benefits...

DIY movement expanding to Social Security planning

March 19, 2013

Advisers may be brushing up on their Social Security know-how, but people approaching retirement seem to be taking a do-it-yourself approach. In a recent study from Securian Financial Group Inc. of 804 people between 50 and 65, only 18.3% either...

Mary Beth Franklin: Ticking the right boxes for Social Security

March 19, 2013

Although I was on vacation in Florida last week, my phone never stopped ringing and my e-mail box is full with questions about Social Security claiming strategies. (I'm still picking the sand out of my iPhone!) The e-mail traffic was a bit heavier...

Bonuses are a direct result of shrinking adviser supply

March 17, 2013

I read the editorial “No reason to keep signing bonuses secret” (Feb. 25), and as I have written before, I don't see any reason to be afraid of disclosure of bonuses. That said, I disagree with much of the editorial. First, until someone...

Mary Beth Franklin: Translating Social Security-speak

March 10, 2013

I received an interesting question from an InvestmentNews reader recently asking me to clarify the difference between the “file and suspend” strategy and the voluntary suspension of benefits. The confusion about the two similar terms is...

Near-retirees need a plan for debt

March 10, 2013

Retiring a mortgage can be the biggest boost to cash flow. But like the sequestration that continues to play out in Washington, it might be time for some pre-retirees to engage in their own personalized version of across-the-board spend- ing...

Social Security speak has advisers lost in translation

March 4, 2013

I received an interesting question from an InvestmentNews reader recently asking me to clarify the difference between the “file and suspend” strategy and the voluntary suspension of benefits. The confusion between the two similar terms is...

A trip to Social Security office isn't that bad, one adviser finds

March 3, 2013

The saga of one financial adviser's attempt to access his estimated benefit information from the Social Security Administration has a happy ending. I recently wrote about Bob Taylor, an adviser from Chicago, who was frustrated about being unable...

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