Chris Stein, CFP®
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...
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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.
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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...
193 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...
591 views0 comments
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...
469 views0 comments
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...
280 views0 comments
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...
59 views0 comments
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...
811 views0 comments
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...
270 views0 comments
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...
222 views0 comments
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...
1,732 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...
553 views1 comment
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...
158 views0 comments
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...
134 views0 comments
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.
124 views0 comments
Chris Stein, CFP®
- Oct 9, 2020
- 5 min
COVID-19's Impact on Social Security
A reader would like to know about how COVID-19 will impact his Social Security benefits.
402 views1 comment
Chris Stein, CFP®
- Jul 10, 2020
- 3 min
How Switching Citizenship May Affect Social Security Benefits
A reader who lives in Spain has some questions about the Social Security benefits she has earned if she were to switch citizenship.
620 views
Chris Stein, CFP®
- Jun 26, 2020
- 3 min
What if I Made Excess Contributions?
A reader has a Social Security question regarding excess contributions made to Social Security.
165 views
Chris Stein, CFP®
- Jan 22, 2019
- 2 min
Spousal and Dependent Benefits
I received the following question: My wife and I have full legal and physical custody of our granddaughter. She is 16 months old and...
43 views
Chris Stein, CFP®
- Sep 11, 2018
- 1 min
Calculation of WEP
Question from reader: “I’ve been reading your blog and enjoy how far reaching on SSA it covers. That said I’m confused on one area and...
89 views0 comments
Chris Stein, CFP®
- Aug 22, 2017
- 2 min
10 Year Rule and Divorced Spouse Benefits
We received the following question recently regarding the 10-year rule and divorced spouse benefits: “My Mother is 62 and wants to file...
55 views0 comments
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