• Newsletter
    Interested in receiving timely and informative Social Security, Medicare, Retirement and IRA information right in your in-box? Jim and Chris make it easy with their free, monthly, email newsletter. Each issue contains information and insight pre and post retirees will find invaluable. Click here to begin receiving your copy today!
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    Took some time off from the Ed Slott training and went to a KC Royals vs NY Yankees game. Even managed to catch a foul ball! ... See MoreSee Less

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    If you've listened to the Retirement and IRA Show, you know I (on very rare ocasions) mispronounce certain words. Thanks to Lone Star George (an iTunian) for providing me this handy pictoral pronounciation guide. ... See MoreSee Less

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  • The budget bill that was passed by Congress and signed into law by the President on November 2, 2015 has major implications for some Social Security claiming strategies! All information in this blog pertaining to Restricted Applications or File-and-Suspend strategies that were posted prior to Nov. 2, 2015 may no longer be accurate. We strive to bring you the most up-to-date Social Security information and will be blogging extensively on these recent changes to Social Security. If you are unsure if the changes will affect you, please see the Effective Dates and Claiming Deadlines chart on our Resources page or feel free to call or email us with any questions.

  • featured

    Social Security Benefit Estimate Assumptions

    The benefit estimate generated by the Social Security Administration can be confusing for many people,

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    Question Regarding WEP

    WEP, the Windfall Elimination Provision, affects people who worked in a Social Security exempt, government

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    Update on the Status of the Social Security System

    A couple of weeks ago the Social Security Board of Trustees released their annual report

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    Latest Fraud Advisory

    Last week the Office of the Inspector General (OIG) of the Social Security Administration issued

    featured

    Question on Survivor Benefits

    This week we were asked the following question via email: “I am 65 and my wife

    featured

    Child-In-Care Spousal Benefits

    We had the following question come in about Child-In-Care Spousal benefits and how they are

    featured

    Happy Independence Day!

    Hope you had a wonderful 4th of July! We're taking some time off this week

    July 5th | by Jim Saulnier, CFP®

    featured

    When to Claim Divorced Spouse Benefit?

    The Social Security Divorced Spouse Benefit can be a bit confusing. Recently we received an

    June 28th | by Jim Saulnier, CFP®
  • benefit estimate
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    The benefit estimate generated by the Social Security Administration can be confusing for many people, especially younger workers.  What assumptions does the SSA make to generate that estimate? We recently had a question from a reader who asked about...

    WEP
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    WEP, the Windfall Elimination Provision, affects people who worked in a Social Security exempt, government or non-profit job and who also worked in a job that collected Social Security. Recently, we received a question from a blog reader who...

    status social security
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    A couple of weeks ago the Social Security Board of Trustees released their annual report that includes the status of the Social Security trust funds.  The system we know as Social Security is made up of two trust...

    fraud
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    Last week the Office of the Inspector General (OIG) of the Social Security Administration issued a press release warning people of the latest fraud scheme going around that tries to dupe you into revealing your personal financial information. In this...

    Read more →

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    Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs.
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