Results for "social security"

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The beauty of file and suspend

April 29, 2013

Marth Beth Franklin, InvestmentNews

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

Mary Beth Franklin: Survivor benefits survival guide

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...

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...

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...

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...

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