Results for "social security"

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Countdown to Medicare and Social Security checklist

November 24, 2018

Age 62 Earliest age to apply for reduced Social Security retirement benefits, subject to earnings restrictions if working. Age 64 Research Medicare options. Age 65 Enroll in Medicare. Those who claim Social Security benefits early are automatically...

For some women, widowhood produces a windfall — and plenty of headaches

November 17, 2018

Because of women's longer average lifespans and likelihood of widowhood, most discussions about women's retirement planning tend to focus on the financial risks of aging alone and the fact that single women over the age of 65 are more likely...

Future retirees focus on taxes

November 1, 2018

In the past, retirees relied on their accountants for tax advice. But future retirees increasingly are looking to their financial advisers for guidance on how to maximize their spendable retirement income by minimizing their taxes, according...

Mary Beth Franklin: Ways to modernize Social Security benefits

October 3, 2018

Frankly, I am amazed and disappointed that the nation is only a month away from midterm elections in November and virtually no candidates from either party have mentioned Social Security. Ignoring the obvious does not diminish the fact that...

Inaccurate info from Social Security Administration a challenge for widows

September 12, 2018

Losing one's spouse is one of life's most difficult and overwhelming experiences. Claiming Social Security survivor benefits apparently ranks as a close second based on a frantic phone call I received from a close friend this week. My friend...

Determining if a message from Social Security is a scam

September 19, 2018

A financial adviser contacted me recently to ask if the email he received from the Social Security Administration reminding him to review his estimated benefits statement online was valid. "Does Social Security send out these types of emails,...

2019 Social Security cost-of-living adjustment now expected to be 2.8 percent

September 14, 2018

Update: Social Security COLA for 2019 announced; will be 2.8 percent​ It looks like Social Security benefits will increase by about 2.8% in 2019. Although that's down slightly from an earlier estimate, it still would be the largest benefit...

Some public employees face Social Security hurdles

August 27, 2018

There are about 2,700 different rules that govern Social Security benefits, but two of them stand out as the most confusing and unfair — at least according to the subset of workers and family members who are subject to them. About a quarter...

Social Security COLA for 2019 will be 2.8 percent

October 11, 2018

The Social Security Administration announced Thursday that 63 million beneficiaries, including retirees, disabled workers and their eligible dependents and surviving family members, will receive a 2.8% increase in benefits next year, the largest...

Social Security and the fear of missing out

October 15, 2018

Fear of missing out, or FOMO, is generally associated with millennials who worry that something exciting is happening elsewhere when they're not there. But baby boomers are not immune from FOMO — a word officially added to the Oxford Dictionary...

Estimating the impact of early retirement on Social Security benefits

August 29, 2018

One of the most common questions I receive from financial advisers concerns the impact of early retirement on future Social Security benefits. They wonder if the estimated benefits statement that their clients receive accurately portrays future...

Social Security finances worsen as reliance on the program increases

August 9, 2018

You've heard of good news/bad news stories. This one is a bad news/worse news version. Two new reports from the University of Pennsylvania's Wharton School of Business document an increase in American retirees' reliance on Social Security income...

Retroactive Social Security benefits: Everything you need to know

August 20, 2018

A financial adviser contacted me recently to ask whether a widowed client, who had been eligible to collect Social Security survivor benefits at the earliest at age 60, could file for retroactive benefits now that she was 63. Any type of Social...

7 surprising facts about the Social Security earnings test

July 31, 2018

Questions from InvestmentNews readers tend to run in cycles. This month, the Social Security earnings test seems to be a popular topic with financial advisers and their clients who want to claim benefits early but plan to keep working. That...

Working longer is best way to boost retirement income

July 25, 2018

Working a few years longer has a much bigger impact on improving retirement income security for older workers than boosting 401(k) contributions during the last decade of work, according to new research published by the National Bureau of Economic...

Nudging Congress toward Social Security reform

August 30, 2018

When leaders refuse to lead, it's time for the people to step in. That, essentially, is the mission of Funding Our Future, an alliance of organizations dedicated to making a secure retirement possible for all Americans. I was honored to serve...

8 ways to boost Social Security benefits

August 16, 2018

President Franklin D. Roosevelt signed the Social Security Act into law 83 years ago, on Aug. 14, 1935, creating the first nationwide safety net for American retirees. During a recent summer road trip, I visited Roosevelt's bucolic Hyde Park...

Claiming Social Security early has lasting impact on survivors

August 14, 2018

I received an urgent email from a financial adviser this week asking whether his terminally ill client should file immediately for Social Security so he wouldn't miss out on claiming his benefits before he died. While that may seem like a logical...

Social Security benefits lost 34% of their buying power since 2000

June 21, 2018

Social Security benefits have lost more than one-third of their buying power since 2000, according to a new study released Thursday by The Senior Citizens League, a nonpartisan advocacy group. "This is the biggest loss of buying power recorded...

Wages can boost Social Security taxes, Medicare premiums

August 7, 2018

My recent column on how income from a job can temporarily reduce or even eliminate Social Security benefits claimed before full retirement age prompted some interesting questions from readers. Those questions allow me to clarify how earnings...

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