News

Monday, April 8, 2019

Social Security Podcast 11: Entitlement debate; How Trust Funds Earn Money; Working to Replace Zero Earnings Years; Working past FRA; Signing Up for Medicare

This podcast responds to various questions regarding several topics:...Read More

Friday, April 5, 2019

Social Security Podcast 10: Windfall Elimination Provision (WEP); Government Pension Offset (GPO)

This podcast is a detailed discussion of the Windfall...Read More

Thursday, April 4, 2019

Social Security Podcast 9: Survivor Benefits; Widow Cap; Other Dependents; “Claw Back” rule; Family Maximum; family maximum

This podcast is a discussion of Social Security Survivor Benefits including spouse, ex-spouse, other...Read More

Wednesday, April 3, 2019

Social Security Podcast 8: Spousal benefits; restricted application; deemed filing; ex-spouse benefits; multiple ex-spouses; Common Law marriages; Remarriages

This podcast is a discussion of the various aspects of Social Security spouse benefits,...Read More

Tuesday, April 2, 2019

Social Security Podcast 7: Cost of Living Adjustments (COLA); Hold Harmless provision; Trust Funds; Scams about extra money available

This podcast discussion includes Cost of Living Adjustments, the Hold Harmless provision, the Social...Read More

Monday, April 1, 2019

Social Security Podcast 6: Taxation of SS benefits; Earnings test

This podcast discusses the history of and rules regarding the taxation of Social Security...Read More

Friday, March 29, 2019

Social Security Podcast 5: The lingering effects of BBA – 2015 changes, current restricted application rules

This podcast discusses the Bipartisan Budget Act of 2015.  This legislation affected two strategies,...Read More

Thursday, March 28, 2019

Social Security Podcast 4: Myths and misunderstandings about SS (including myths about the raiding of the trust funds); Enrolling in Medicare and Social Security

This podcast covers some of the myths and misunderstandings about Social Security, such as...Read More

Wednesday, March 27, 2019

Social Security Podcast 3: Basics – how benefits are calculated, FRA early/delayed retirement and impacts on monthly benefit amount, breakeven analysis

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Tuesday, March 26, 2019

Social Security Podcast 2: Basics: Types of benefits (retiree, spouses, survivors, disabled), eligibility, earning benefits; Filing for benefits; Earnings Test

This segment covers more basics of Social Security, beginning with the importance of having...Read More