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    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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  • featured

    The 10-Year Rule: Months Literally or Calendar Years?

    Jim and Chris are asked to address the topic of the 10-year rule for spousal

    featured

    Can I Make Roth Contributions After Retirement?

    A podcast listener asks some questions slightly off-topic from Social Security today:  what qualifies as

    featured

    Filing Retroactively

    A Texan couple looks for some clarification on their Social Security options and filing retroactively. “I

    featured

    If Social Security Projects a Reduced Payout in 2035, Should I Claim Early?

    If Social Security projects a reduced payout in 2035 (possibly reducing it to 75%), should

    featured

    Should I Appeal a Skipped Benefit Check?

    This week we have a Social Security question regarding whether to appeal a skipped benefit

    featured

    Claiming Spousal Benefits

    This week, we have a question from a husband wanting to know about claiming spousal

    featured

    Child-in-Care Spousal Benefits

    This week we are catching up on interesting unanswered questions from the past: here is

    featured

    Can You Minimize the Impact of GPO?

    The question this week is from someone asking how to minimize the impact of GPO

    Reader question:  “I will be 66 next July. I want to begin collecting Social Security...

    The Social Security Administration tracks hundreds of millions of records.  Even with a very small...

    Another great question from a reader this week: “Regarding earnings test, can you please clarify the...

    Question from reader: “In one of your post you write; 'You are exposed to the...

    Question from reader: “I've been reading your blog and enjoy how far reaching on SSA it...

    We had a great question regarding the earnings test and spousal benefits from our email...

    From the email bag this week, we have a question regarding spousal benefits: “My year of...

    Student loan debt is usually thought of as a younger person’s issue, but a new...

    This next question is something we have not really addressed directly before regarding spousal and...

    Another good question regarding delayed claiming and retroactive benefits has come in from...

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