SSA Newsletter The Clock Is Ticking: Making Retirement and Social Security Claiming Decisions that Count
- Trim the Fat
- Review Employer-Provided Healthcare
- Options
- Options for Medicare Enrollees
- Social Security Claiming Considerations
- Extended Earnings
- Paired Planning
- Use it or Lose it,
The Double Taxation Debate
- Debating Double Taxation
- Ground Zero
- Changing Tides
- Pay-As-You-Go
- Statistics Tell the Story
- Crunching the Numbers
- High Times
- State of the Art
Executive Summary
About That Medicare Annual Enrollment Period
- AEP Basics
- Navigating the AEP
- Healthcare Choices and Long-Term Planning
- AEP Basics
Advisor Mailbag
GUEST EXPERT:
Ed Slott,
Post-Divorce Planning for Social Security
- First Things First: 10 Years, Not 9 Years and 11 Months
- Benefit Cessation Warning
- Length of Marriage Requirements Vary
- Other Eligibility Criteria for Exes
- Independently Entitled Ex-Spouse
- How Much Are We Talkin’?
Beware of WEP/GPO Outliers
- Pension Plus
- Simultaneous Entitlement
- Lump Sum Beware
- Payments from Primary Retirement Plans and Optional Savings Plans
- A Dependent Spouse’s Early Claim Can Lead to Long-Term Cash Flow Deficiencies
- Survivor Step-Up
- Spousal Dependency Beware
- The Quasi-Dependent Spouse
Executive Summary
Advisor Mailbag
GUEST EXPERT:
Annette Hammortree CLTC,
Bridging Social Security Gaps with Life Insurance
- Dollars for Dependents
- Family Maximum Rules May Limit Benefits
- Gap Years
- Widow(er)’s Penalty Beware
- Supplementing Life Insurance
Executive Summary
Advisor Mailbag
GUEST EXPERT:
Mark Annese,
2024 Mid-Year Frequently Asked Questions
- Social Security’s Struggles
- Spousal Benefits
- Sidestepping the Earnings Limit
- Calculating the COLA
- Taxes on Benefits
- Benefit Estimates
- Mastering the Medicare Maze
- Medicare for the Disabled
- Getting Back to Work
- All in the Family
- Taxation and SSDI
- Steps for Application Success
Executive Summary
GUEST EXPERT:
Robert Wright,
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,
