News

Thursday, May 30, 2019

Social Security Podcast 49: Medicare and HSAs; Working and enrolling in Medicare; Creditable coverage definition; Enrollment penalties

This podcast covers in depth information regarding Medicare.  It...Read More

Wednesday, May 29, 2019

Social Security Podcast 48: Benefits for children/stepchildren/grandchildren and adult disabled children

This podcast discusses benefits for children/stepchildren/grandchildren and adult disabled...Read More

Tuesday, May 28, 2019

Social Security Podcast 47: Spousal benefits vs. survivors benefits; Effect of DRCs; Early vs. FRA claiming; Restricted application

This podcast is a discussion of the difference between spouse and survivor benefits, the...Read More

Friday, May 24, 2019

Social Security Podcast 45: Retirement income expectations; Signing up for Medicare; Spousal/Survivor benefits; Early filing and earning limits; Issues affecting military service (Social Security and Medical Benefits);

This podcast is a discussion of retirement income expectations.  The dialog continues with a...Read More

Thursday, May 23, 2019

Social Security Podcast 44: WEP & GPO basics and the mechanics of impact on SS benefits; Definition of “Substantial Earnings”; FERS & CSRS

This podcast discusses WEP (Windfall Elimination Provision) and GPO (Government Pension Offset) basics and...Read More

Wednesday, May 22, 2019

Social Security Podcast 43: Conversion of benefits from one type to another; Collecting spousal benefits while on disability; When benefits are paid; Filing for disability benefits after starting benefits; Applying for disability; Compassionate Allowances

This podcast discusses conversion of benefits from one type to another, collecting spouse benefits...Read More

Tuesday, May 21, 2019

Social Security Podcast 42: Survivor benefits; Working while collecting benefits as a survivor; Correcting mistakes made by Social Security; Obtaining copies of old w-2s; Retention of tax returns; Appealing Medicare penalties; IRMAA

This podcast focuses on Survivor benefits and working while collecting benefits as a survivor. ...Read More

Monday, May 20, 2019

Social Security Podcast 41: Social Security for singles; Earnings limit; Delayed Retirement Credits (DRCs); Impact of filing early; “Do Over” option; Divorced spouse benefits Restricted applications;

This podcast is a discussion of Social Security for singles including the earnings limit,...Read More

Friday, May 17, 2019

Social Security Podcast 40: Claiming SS early; “Do Over” option; The “One Word” myth; Breakeven age; Suspending benefits; SS solvency; Indexing of earnings; Rounding of dollar values

This podcast is a potpourri of topics. The discussion includes claiming Social Security early,...Read More

Thursday, May 16, 2019

Social Security Podcast 39: Family maximum/combined family maximum/Impact on benefits; Dependent children aging out of eligibility; Child-in-care benefit Handling overpayments

This podcast explains the family maximum/combined family maximum/impact on benefits. Included in the discussion...Read More