Results for "social security"

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A real life case of confused claiming strategies

September 18, 2013

I continue to receive questions from advisers following my Aug. 20 Social Security boot camp webcast. This is an excellent query from John, a financial adviser in Eugene, Ore., that succinctly summarizes the confusion related to claiming strategies...

A timely reminder: Sign up for online Social Security account

September 16, 2013

I was pleased to receive an automatic e-mail alert from the Social Security Administration Monday urging me to review my Social Security statement online. Just like in the old days of paper statements when an annual benefits estimate would arrive...

What's in a (Social Security) number?

September 12, 2013

I never know what I'll find when I'm surfing the Social Security Administration's web page. It's a wealth of information, though the treasure trove of rules and statistics can be overwhelming if you don't know where to look. The other day I...

Timing is everything when ex-spouses claim Social Security

September 10, 2013

Social Security-claiming strategies for divorced spouses can be particularly confusing as evidenced by the slew of questions I receive from financial planners trying to give their clients the best advice. As you know, a divorced spouse is entitled...

Social Security earnings limit clarified

September 8, 2013

B y now, most InvestmentNews readers know that collecting Social Security benefits before full retirement age while still working can result in reduced benefits — or even wipe out benefits completely — if earnings from a job significantly...

Biological ties trump marriage bond for Social Security benefits

September 6, 2013

I received a question from a reader this week, an “unwed” father (his own description) asking if his three-year-old would qualify for Social Security benefits when he claimed retirement benefits next spring at age 62. “His mother and I...

Social Security earnings limits apply to gross wages

September 4, 2013

By now, most InvestmentNews readers know that collecting Social Security benefits before full retirement age while still working can result in reduced benefits — or even wipe out benefits completely — if earnings from a job significantly...

Most retirees get only one chance to claim Social Security benefits

September 3, 2013

In most cases, a retiree gets just one chance to decide how and when to collect Social Security benefits: claim a reduced benefit early; wait until normal retirement to receive a full benefit; or postpone retirement up until 70 to collect the...

Higher earnings limit applies at 66

August 25, 2013

My recent column on how the Social Security earnings cap is applied during the first year of retirement triggered several more questions. Normally, people who collect Social Security benefits before the full retirement age of 66 must forfeit...

The when, who and how of creative Social Security strategies

August 23, 2013

All I can say is "wow!" More than 3,300 financial advisers signed up for my Social Security Boot Camp webinar this week, and more than 240 questions were submitted in advance of the live webcast on Aug. 20. View the archived webcast and slides...

Sixty-six is the magic age

August 22, 2013

Underlying all the tricks of the Social Security-benefits-claiming trade is the fact that timing is everything. That's according to Mary Beth Franklin, contributing editor at InvestmentNews and resident Social Security expert, who discussed...

Higher earnings limit applies in the year worker reaches 66

August 19, 2013

My recent column on how the Social Security earnings cap is applied during the first year of retirement triggered several more questions. Normally, people who collect Social Security benefits before the full retirement age of 66 must forfeit...

Pensions can offset benefits

August 18, 2013

Donald Klaas, a financial adviser with The Northwestern Mutual Life Insurance Co. in St. Louis, sent me an important question the other day. He wrote that he has a 64-year-old client who has been a teacher at various schools during her career,...

Social Security spousal benefits don't earn delayed retirement credits

August 15, 2013

When married couples are different ages and have disparate earnings histories, deciding on the best Social Security claiming strategy can be a challenge. The key is to focus on how to maximize benefits for the surviving spouse. I just received...

Don't be fooled by Social Security benefits estimates

August 12, 2013

Donald Klaas, a financial adviser with Northwestern Mutual in St. Louis, sent me an important question the other day. He wrote that he has a 64-year-old client who has been a teacher at various schools during her career, including some that...

The trick of Social Security in the first year of retirement

August 11, 2013

Often, people who retire midyear have already earned more than Social Security's annual earnings limit that applies to those who collect benefits before their full retirement age. Normally, people who collect Social Security benefits before...

SSA starts paying benefits to married gay couples, but questions remain

August 9, 2013

The Social Security Administration announced today that is has begun processing and paying spousal retirement benefits to some married same-sex couples. “The recent Supreme Court decision on Section 3 of the Defense of Marriage Act (DOMA),...

The trick of Social Security in first year of retirement

August 5, 2013

Often people who retire in mid-year have already earned more than Social Security's annual earnings limit that applies to those who collect benefits before their full retirement age. Normally, people who collect Social Security benefits before...

Mary Beth Franklin: Adviser misconceptions about Social Security claiming for couples

August 2, 2013

Mary Beth Franklin Contributing Editor, InvestmentNews

Deconstructing Social Security's earnings test

July 29, 2013

A young widow contacted me recently to ask about what would happen to her Social Security survivor benefits now that she has returned to work full time. "I know that I qualify for monthly benefits because my child is under the age of 16, but...

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