Friday, May 10, 2024
Encore: Ask Rusty - How is my Social Security benefit calculated?
To paraphrase Winston Churchill, Social Security's benefit formula is " a riddle wrapped in a mystery inside an enigma ." At...
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Tuesday, April 16, 2024
A Widow’s Social Security Journey
The aftermath of losing a spouse is difficult enough, without the stress of dealing with the Social Security Administration when they...
Read MoreFriday, April 5, 2024
Encore: Ask Rusty - Will Withdrawing from 401(k) Affect My Social Security?
It's a fact that, between the IRS and Social Security, there are a plethora of separate rules. In fact, Social Security...
Read MoreFriday, March 1, 2024
Encore: Ask Rusty - I’m Returning to Work; What Should I Do About Social Security?
Sometimes plans change. For example, someone may decide to retire from their career to live the life of Reilly and claim...
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Friday, February 9, 2024
WEP and GPO: To Repeal or Not?
Just before last Christmas, Martin O’Malley was sworn in as Commissioner of Social Security. His term will run through January 19,...
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Encore: Ask Rusty - About the Fairness of “WEP” and “GPO”
Section 218 of the Social Security Act permits U.S. governments (federal, state or local) to voluntarily exempt specific government positions from...
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Friday, February 2, 2024
SOCIAL SECURITY AND CHILDREN
Children May Be Entitled To Social Security Benefits Were you aware that when an adult is receiving Social Security retirement, survivor,...
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Tuesday, January 30, 2024
HSA & Starting Social Security
If you are working and covered by your employer's high deductible health plan with an HSA, you need to stop all...
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Monday, January 29, 2024
Demystifying the Windfall Elimination Provision (WEP)
The Windfall Elimination Provision, usually referred to as “WEP,” is a Social Security rule enacted in 1983 to close a loophole...
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