Special Rules

BLOG

HelpWithMySocialSecurity.com is a blog intended to give you information on Social Security topics. Neither the blog, nor Jim Saulnier and Associates, LLC, are in any way approved, endorsed, or authorized by the Social Security Administration.

Jim Saulnier and Associates, LLC is a retirement planning firm that can assist you with your Social Security concerns.

Pension Survivor Benefits Reducing Social Security Benefit

Chris Stein, CFP®

May 13
4 min

Pension Survivor Benefits Reducing Social Security Benefit

A reader from Massachusetts looks for clarification on whether survivorship benefits from his spouse's pension will reduce his Social...

7 views0 comments

Chris Stein, CFP®

Apr 15
4 min

Will My PIA Be Adjusted For Inflation?

A reader asks if his Primary Insurance Amount (PIA) will be adjusted for inflation while he delays his Social Security benefit to age 70....

35 views0 comments

Clarification On A Potential Social Security Spousal Benefit

Chris Stein, CFP®

Apr 1
3 min

Clarification On A Potential Social Security Spousal Benefit

A reader from Michigan looks for clarification on the potential spousal benefit for his wife. I am a 65-year-old anesthesiologist. God...

295 views0 comments

Social Security Taxation and Allowable Deductions

Chris Stein, CFP®

Mar 18
3 min

Social Security Taxation and Allowable Deductions

A reader from Ohio asks for clarification regarding 2021 Social Security taxation and allowable deductions. Today I sat down to do my...

213 views0 comments

Social Security Child-In-Care Spousal Benefits.

Chris Stein, CFP®

Feb 4
4 min

Social Security Child-In-Care Spousal Benefits.

A reader from Oregon asks for clarification regarding Social Security's Child-In-Care spousal benefit. I'm doing some research for a...

115 views0 comments

Social Security Survivorship Benefits and Government Pension Clarification

Chris Stein, CFP®

Dec 24, 2021
2 min

Social Security Survivorship Benefits and Government Pension Clarification

A reader from Massachusetts asks about survivorship benefits, his spouse’s pension and his Social Security retirement benefit. “My wife...

60 views1 comment

New 2022 Social Security COLA Adjustments and History

Chris Stein, CFP®

Oct 29, 2021
5 min

New 2022 Social Security COLA Adjustments and History

Chris sits down on a solo mission to discuss and answer questions about the recently announced 2022 Social Security revisions. COLA and...

140 views0 comments

Chris Stein, CFP®

Oct 15, 2021
4 min

Social Security Child-In-Care Benefits

A reader has made some comments about child-in-care benefits linked to Social Security. "On two recent podcasts, I've waited to hear you...

83 views0 comments

Delaying Your Own Social Security Benefit While Claiming A Survivor Benefit

Chris Stein, CFP®

Oct 1, 2021
4 min

Delaying Your Own Social Security Benefit While Claiming A Survivor Benefit

A reader from Wisconsin looks for clarification on whether someone who is already claiming Social Security benefits can postpone their...

103 views0 comments

Clarification on Retroactively Claiming Social Security Benefits

Chris Stein, CFP®

Sep 3, 2021
4 min

Clarification on Retroactively Claiming Social Security Benefits

A reader from Maine would like to know more about how Social Security benefits can be claimed retroactively. “I will reach my Full...

239 views0 comments

How the Windfall Elimination Provision (WEP) is Affected When Combining Retirement Benefits

Chris Stein, CFP®

Aug 20, 2021
3 min

How the Windfall Elimination Provision (WEP) is Affected When Combining Retirement Benefits

A Missouri reader wonders about the Windfall Elimination Provision (WEP) if he combines non-Social Security and Social Security...

222 views0 comments

Social Security Disability Benefits & The Rules Behind Delaying Your Retirement Benefit

Chris Stein, CFP®

Aug 6, 2021
3 min

Social Security Disability Benefits & The Rules Behind Delaying Your Retirement Benefit

A Florida reader collecting Social Security disability benefits looks for clarification on delaying his Social Security retirement...

43 views0 comments

Social Security and Deferred Compensation Plans

Chris Stein, CFP®

Jul 23, 2021
3 min

Social Security and Deferred Compensation Plans

A reader from Los Angeles asks if contributing to a deferred compensation program lowers his Social Security earnings history. "I am 63...

192 views0 comments

Social Security Reporting Potential Survivor Benefits

Chris Stein, CFP®

Jun 25, 2021
3 min

Social Security Reporting Potential Survivor Benefits

A reader from California asks about how Social Security reports potential survivor benefits. "I know that one huge benefit of one spouse...

248 views0 comments

Social Security Disability Benefits & Claiming Spousal Benefits

Chris Stein, CFP®

Jun 11, 2021
3 min

Social Security Disability Benefits & Claiming Spousal Benefits

A reader receiving SSDI looks for clarification on collecting spousal Social Security benefits. “Hi, my husband is currently 65, and I...

195 views0 comments

Taxation of Retroactive Social Security Benefits

Chris Stein, CFP®

May 14, 2021
3 min

Taxation of Retroactive Social Security Benefits

A reader from Kentucky looks for clarification on the taxation of retroactive Social Security benefits. “My question concerns Social...

726 views1 comment

Chris Stein, CFP®

Dec 25, 2020
5 min

Miscellaneous Social Security Questions

A Kentucky reader asks about the best Social Security claiming date for her and her husband. "I am trying to dial in the best Social...

436 views1 comment

Social Security, Mega Backdoor Roth Strategies, and QLACs

Chris Stein, CFP®

Dec 11, 2020
4 min

Social Security, Mega Backdoor Roth Strategies, and QLACs

A Pennsylvanian reader asks about various claiming strategies for Social Security survivor benefits. “I am 54 years old, was married for...

140 views0 comments

RMDs, Social Security, Annuities, and Pension Survivor Benefits

Chris Stein, CFP®

Nov 13, 2020
4 min

RMDs, Social Security, Annuities, and Pension Survivor Benefits

A Florida reader wrote a while back wanting to know about his wife's potential to claim a Social Security spousal benefit based on the...

112 views0 comments

Social Security, Savings Advice, and Annuities

Chris Stein, CFP®

Oct 23, 2020
4 min

Social Security, Savings Advice, and Annuities

A reader would like to know what month he’ll be able to receive his first full Social Security payment.

114 views0 comments

Pension Survivor Benefits Reducing Social Security Benefit

Will My PIA Be Adjusted For Inflation?

Clarification On A Potential Social Security Spousal Benefit

Social Security Taxation and Allowable Deductions

Social Security Child-In-Care Spousal Benefits.

Social Security Survivorship Benefits and Government Pension Clarification

New 2022 Social Security COLA Adjustments and History

Social Security Child-In-Care Benefits

Delaying Your Own Social Security Benefit While Claiming A Survivor Benefit

Clarification on Retroactively Claiming Social Security Benefits

How the Windfall Elimination Provision (WEP) is Affected When Combining Retirement Benefits

Social Security Disability Benefits & The Rules Behind Delaying Your Retirement Benefit

Social Security and Deferred Compensation Plans

Social Security Reporting Potential Survivor Benefits

Social Security Disability Benefits & Claiming Spousal Benefits

Taxation of Retroactive Social Security Benefits

Miscellaneous Social Security Questions

Social Security, Mega Backdoor Roth Strategies, and QLACs

RMDs, Social Security, Annuities, and Pension Survivor Benefits

Social Security, Savings Advice, and Annuities

SIGN UP FOR OUR NEWSLETTER!