Displaying 99 results
Why the Social Security file-and-suspend strategy isn’t for everyone
Just because you are eligible, doesn't mean this claiming strategy is right for you.
Rethinking retirement income replacement rules
Current 80% savings target may be too high — unless you get sick.
Top questions about new Social Security claiming rules
Mary Beth Franklin's virtual mailbag is bursting at the seams with questions from InvestmentNews readers about how new regulation will affect Social Security claiming strategies for current and future retirees. Here she offers some answers.
Social Security claiming strategy triage
It's time to figure out if you can still take advantage of valuable claiming strategies before the door shuts forever.
Software evolving beyond Social Security maximization
I am always amazed by the brilliance of computer software designers. They can take the most complicated financial planning decisions and reduce them to a one-click — or one-swipe — tool.
Don’t abandon Social Security strategy to avoid Medicare hike
Short-sighted remedy is like 'prescribing a lobotomy for a headache'.
The Social Security survivor benefit do-over
Widows and widowers can repay benefits and collect higher amounts later.
Presidential candidates can’t ignore Social Security
Exhaustion of disability trust fund in 2016 should force discussion of long-term financing issues.
Seniors squeezed by no Social Security increase
2016 will mark the third time that seniors have received no increase in Social Security benefits since automatic COLAs were enacted by Congress in 1975. The first two times were in 2010 and 2011.
Complex Social Security rules for divorced spouses
You must be single to collect spousal benefits on an ex.
How and why to file for Social Security benefits online
Given long waits on the phone or for in-person appointments, online applications could be the best way to go.
How to file for Social Security benefits online
Given long waits on the phone or for in-person appointments, online applications could be the best way to go.
Majority of Americans flunk Social Security quiz
Just 28% of more than 1,500 adults received a passing grade on a series of basic questions about benefits, and that could have serious implications for their retirement income.
A Social Security benefit is a terrible thing to waste
Sometimes there is no clever claiming strategy available to boost lifetime benefits given the difference in ages between two spouses.
Income spike can reduce Social Security benefits
Blame the temporary reduction on higher Medicare premiums.
Social Security rules for divorced public employees
Benefit reductions apply only to workers who did not pay FICA taxes.
Testing Social Security ‘what if’ scenarios
Advisers ask what happens to benefits when clients retire before 62.
Social Security’s special tax rule for repaying benefits
Amount of repayment determines method.
How cost-of-living adjustments change Social Security benefits this year
Retiree benefits increase and so do taxes for high-income workers.
How one single woman can collect three types of Social Security benefits
How one single woman can potentially collect three types of Social Security benefits and rack up significant guaranteed retirement income.
