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Mary Beth Franklin
Contributing Editor
staffMary Beth Franklin is a contributing editor at InvestmentNews. As a nationally recognized expert in Social Security claiming strategies, she is also a frequent public speaker. With a background as a Capitol Hill reporter and a former retirement and tax editor at a national magazine, Mary Beth writes regularly about the latest research and thought leadership on retirement income planning. In her free time she likes to garden, ski, play the piano and travel with her recently retired husband. Her book, “Maximizing Your Clients’ Social Security Retirement Benefits,” is available for purchase.
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Recent Articles
Medicare and health savings accounts don't mix
Dec 11, 2019
Unwary older workers can face tax penalties for funding an HSA after 65
Social Security's outdated rules
Dec 4, 2019
Delayed claiming favors the wealthy, while taxes on benefits hurt middle-income recipients
Timing is crucial for Social Security earnings test
Nov 26, 2019
Higher limits apply in the year a worker reaches full retirement age
An adviser's journey to happiness
Nov 15, 2019
Financial Freedom Wealth Management Group's Julia Carlson on 'the art of delegation'
Medicare premium increase and IRMAA surcharges announced for 2020
Nov 11, 2019
High-income surcharges will be adjusted for inflation for the first time in a decade
Guiding clients through the Medicare maze
Nov 11, 2019
Working with independent health insurance brokers can save time, money
Why more seniors are working longer
Oct 24, 2019
Improved health, changing job characteristics and Social Security rules are responsible for the graying workforce
Medicare 2020 open enrollment begins Tuesday
Oct 15, 2019
Retirees can save money by reviewing new Medicare advantage and drug plan options for next year
Social Security COLA for 2020 will be 1.6 percent
Oct 10, 2019
Benefits and taxable wages to increase by the smallest amount in three years
A new twist on Medicare open enrollment
Sep 30, 2019
The government projects a decline in premiums next year for Medicare Advantage and drug plans
