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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

    We received the following question regarding survivor benefits this week: “I am...

    The following question regarding divorced spouse benefits came in from a reader this week: “My mother...

    A question about spousal and survivor benefit eligibility came in this week: “My mother is 64...

    With over 59 Million Americans receiving some sort of Social Security benefits it is not...

    Since the 4th of July falls on a Wednesday this year, we're taking the day...

    You’ve saved well, invested responsibly and accumulated more assets that you’ll need in your retirement....

    June 27, 2018 | by 

    Sometimes things that look simple and easy to understand can have a hidden “but” or...

    June 20, 2018 | by 

    We received the following question from a reader this week: “My mother will be turning 65...

    In the past we have discussed how you can create an online account with Social...

    We're taking the week off in honor of Memorial Day. We'll be back next week...

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