Site search

Disability Insurance: A Crucial Part of Social Security

• Patience Required
• Defining Disability
• Starting the Process
• Banking On the Blue Book
• When Cash Starts Flowing
• Calculating SSDI Benefits
• Medicare for the Disabled
• Getting Back to Work
• All in the Family
• Taxation and SSDI
• Steps for Application Success

Executive Summary

Advisor Mailbag

GUEST EXPERT:
Jean Priest
J Priest Solutions Retirement &

Overhauling Overpayments

• Changing Times
• Cases in Point
• Overpayment Waiver Criteria
• Smaller Comfort
• Better Safe than Sorry
• Receipt of Other Types of Benefits
• Other Status Changes
• Restoring Faith

Executive Summary

Advisor Mailbag

GUEST EXPERT:
Brad Pistole RICP®,

Top Social Security and Medicare Developments of 2023

• Help Wanted
• Cooler COLA
• Shifting into Reverse
• Defining Disability
• Taking Social Security Taxation to Tax Court
• Medicare Moderation
• Telehealth Tactic
• Dis-Inviting IRMAA
• Advantage Plans’

2023 Mid-Year Frequently Asked Questions

• Social Security Inflation and Insolvency
• End of the Road for Crafty Strategies
• Pre-FRA Earnings
• Mixing Retirement Benefits and Social Security Disability
• Social Security Auxiliary Benefits
• Social Security and Earnings
• Medicare and Pesky “Aunt” IRMAA

Executive Summary

GUEST EXPERT: Matthew Collins,

SECURE 2.0: The Case of the Missing Mammoths

• StaffSupport
• Required Distributions Delayed ρ Higher and Highest
• Mastering the Mystery
• Tax Trimmers
• Going for 70

Executive Summary

Advisor Mailbag

Calculating Social Security Benefits

GUEST EXPERT: Shelley Giordano,

Social Security Outlook Cloudy After Firing of Top Executive

• Down, Then Out
• Behind the Scenes
• Back to Work?