Results for "social security"

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Gaining Social Security expertise can make advisers clients' allies

June 2, 2013

More and more, financial advisers are becoming experts in Social Security-claiming strategies, and their clients are better off as a result. And for those who haven't yet mastered the intricacies of this vital benefits program, there is no shortage...

66 is magic number for retirement age

June 2, 2013

Sixty-six is the magic retirement age for those seeking full Social Security eligibility, but Medicare eligibility appears to be a considerable factor for those who decide to stop working at 65. That was the conclusion of a study published by...

Urgency to fix Social Security financing growing

May 31, 2013

Social Security's retirement and disability programs have enough resources to cover benefits for the next 20 years, according to the latest Social Security and Medicare trustees report, issued today. After the trust fund surplus is exhausted...

Magic retirement number is 66, but Medicare a key factor

May 28, 2013

Sixty-six is the magic retirement age for people seeking full Social Security eligibility, but Medicare eligibility appears to be a considerable factor for those who decide to stop working at 65. That was the conclusion of a study published...

Mary Beth Franklin: Public servants get short end of Social Security stick

May 28, 2013

Over the past few weeks, I've heard from several public sector employees and retirees who are hopping mad about rules that offset the Social Security benefits they earned while working in the private sector before, after or during their government...

Avoid getting undone by the do-over strategy

May 26, 2013

One of the biggest challenges of figuring out when to claim Social Security benefits is determining which strategy would maximize benefits for a client. The second challenge is to keep up with any rule changes that could undo the initial decision....

Mary Beth Franklin: With Social Security, no double dipping allowed

May 22, 2013

I often receive questions from financial advisers who are anxious to maximize their clients—on in some cases, their-own—retirement income through smart Social Security claiming decisions. Unfortunately, the strategies that some of them propose...

Mary Beth Franklin: Undone by the do-over strategy

May 20, 2013

One of the biggest challenges of figuring out when to claim Social Security benefits is determining which strategy would maximize benefits for a client. The second challenge is to keep up with any rule changes that could undo the initial decision....

Social Security software options

May 12, 2013

With all of the factors to consider when helping determine a client's best strategy for claiming Social Security, software can be a godsend. But which tool offers the best output for the cost? I looked into two of the most popular Social Security...

Sometimes, cash now is better than more cash later

May 12, 2013

I received a really interesting question from an adviser in Minnesota recently who was looking for advice on Social Security-claiming strategies for a newly widowed client. The adviser suggested that in order to maximize her benefits, his 59-year-old...

Social Security face-off: Analyzer vs. Explorer

May 12, 2013

Our test case: A married couple Husband, Bob, DOB 1-15-1954 (age 59), PIA = $2,000 (FRA of 66)* Wife, Mary, DOB 1-30-1960 (Age 53), PIA= $500 (FRA of 67) With annual cost of living adjustments of 2% or 2.5%* [*PIA= primary insurance amount;...

Social Security software firm offering new service levels

May 5, 2013

Increasingly, financial advisers are interested in incorporating Social Security-claiming strategies into their clients' retirement income plans. But Social Security rules can be downright confounding. To get an accurate estimate of clients'...

Social Security rules for divorced spouses

May 2, 2013

I received a question from an adviser in California today that broke my heart. Donna wanted to know if her client might be entitled to Social Security survivor benefits based on her ex-husband's earnings record. The hitch: the client's marriage...

Making Social Security claiming strategies a little easier

April 29, 2013

With all of the interspersed factors to consider when helping determine a client's best Social Security claiming strategy, software can be a godsend. But which tool offers the best output for the cost? I looked into and ran test scenarios through...

Mary Beth Franklin: Why 66 should be your new lucky number

April 29, 2013

Mary Beth Franklin, InvestmentNews

The beauty of file and suspend

April 29, 2013

Marth Beth Franklin, InvestmentNews

Mary Beth Franklin: Collect on your ex

April 29, 2013

Mary Beth Franklin, InvestmentNews

Leading Social Security software seller comes down on price

April 29, 2013

Increasingly, financial advisers are interested in incorporating Social Security claiming strategies into their clients' retirement income plans. But as most of you know from reading my InvestmentNews columns, Social Security rules can be downright...

Mary Beth Franklin: Survivor benefits survival guide

April 29, 2013

Mary Beth Franklin, InvestmentNews

Claiming Social Security, you're either married or not

April 28, 2013

I received an interesting question from a reader last week. She asked, “What are the Social Security-claiming rules for a married couple who have been legally separated for years but have not divorced?” In this case, both spouses are older...

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