Results for "social security"

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Some compensation is exempt from Social Security earnings test

January 19, 2017

Talk about double whammy! One adviser asked me for guidance on a Social Security claiming strategy for a newly widowed client. Not only did she lose her husband recently, but at the end of last year, she also lost her job. The adviser, Dewey...

Mary Beth Franklin: Why that Social Security check might be less than you expected

January 11, 2017

One financial adviser was baffled when her client received a Social Security check that was $1,000 less than what they expected. InvestmentNews contributing editor Mary Beth Franklin discusses why they failed to account for two things.

Social Security to stop mailing paper statements — again

January 10, 2017

The Social Security Administration announced it will stop mailing estimated benefit statements to most American workers in a cost-saving move that is expected to save about $11 million this year. Well, “announced” may be too strong a word....

Social Security changes coming to beneficiaries and taxpayers in 2017

January 5, 2017

Social Security benefits for about 60 million retired and disabled workers and their dependents will increase slightly in 2017, but for many beneficiaries, the minuscule 0.3% cost-of-living adjustment will be wiped out by higher Medicare premiums....

Mary Beth Franklin: How to correct erroneous Social Security earnings records

January 5, 2017

What do you do when you find out your Social Security earnings record is wrong? InvestmentNews contributing editor Mary Beth Franklin discusses how to spot errors and the steps to take once you find them.

7 Social Security fixes to boost benefits

January 3, 2017

Sometimes a financial adviser engages a new client who has already begun collecting Social Security benefits. Or, perhaps an existing client files for Social Security without consulting the adviser about how it will impact the overall retirement...

Social Security rules for the twice-widowed client

December 28, 2016

The majority of American adults marry at least once during their lifetimes, but only about 40% of them stay married, according to the U.S. Census Bureau. Some Americans go on to marry a second time and a small percentage — 4% — marry three...

Mary Beth Franklin: How Social Security benefits are really calculated

December 27, 2016

InvestmentNews contributing editor Mary Beth Franklin breaks down how the Social Security Administration calculates benefits and what advisers' clients can do to maximize the money coming in.

Social Security program to run out of money in calendar year 2029: CBO report

December 22, 2016

The Social Security program will run out of money in calendar year 2029 and will not be able to pay full benefits after that, according to updated projections published Wednesday by the Congressional Budget Office. The program consists of two...

Calculating the impact of new Social Security rules

December 21, 2016

Looking back on the Social Security rules changes that took effect in 2016, some financial advisers may think that it is no longer worth their time to focus on claiming strategies to boost their clients' retirement income. But rather than playing...

10 top Social Security stories of 2016

December 16, 2016

2016 was a big year for Social Security news, following Congress’ vote to eliminate some key Social Security claiming strategies. Here are the Social Security stories in InvestmentNews that gained the most attention from readers this year,...

Social Security Administration evaluates online claiming tools

December 13, 2016

When to claim Social Security retirement benefits is one of the most important financial decisions an individual can make. Although the majority of retirees would like guidance from the Social Security Administration (SSA) on the best time to...

Mary Beth Franklin: 3 key things advisers should know about new Social Security claiming strategies

December 12, 2016

One year after Congress changed Social Security claiming rules, financial advisers and their clients continue to be baffled by the new strategies. InvestmentNews contributing editor Mary Beth Franklin discusses what advisers need to know.

Time for a new Social Security Commission

December 8, 2016

Based on the recent presidential campaign that was virtually devoid of public policy discussions, you would never know that the nation's bedrock retirement program — Social Security — will become insolvent in about 18 years when today's...

Mary Beth Franklin: What Social Security's minimal 2017 increase means for beneficiaries

December 8, 2016

The average retiree will see a $5 increase in their Social Security benefits next year, which for many will be wiped out by an increase in Medicare Part B premiums, according to InvestmentNews contributing editor Mary Beth Franklin.

Seniors see Social Security changes as benefit cuts

November 23, 2016

Lawmakers who voted last year to do away with two key Social Security claiming strategies labeled their legislative action a “closure of unintended loopholes.” But a majority of senior voters disagree with that description. In a new poll...

Why Social Security is crucial to women

November 21, 2016

Financial advisers looking to expand their roster of female clients would be wise to brush up on Social Security claiming rules. With women's longer life expectancies and the fact that they are more likely to live alone in old age due to widowhood...

New Social Security rules and divorce

November 15, 2016

Social Security benefits for divorced spouses remains one of the few fertile areas where strategic claiming strategies can make a big difference in retirement income planning — depending on the ex-spouses' ages. I encountered many questions...

Adviser's Consultant: Adding value with tax services

November 10, 2016

Staying competitive in the financial advice market requires professionals to provide a breadth of services beyond investments, and tax guidance is a natural fit, according to Michael Goodman, founder and president of Wealthstream Advisors. He...

Gradually converting a traditional IRA to a Roth can boost nest egg

November 10, 2016

The first wave of baby boomers who turned 70 ½ this year must start tapping their traditional retirement accounts soon and pay taxes on those required minimum distributions. For those first boomers who turn 70 ½ this year, who were born from...

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