Policy Options for Addressing Social Security & Medicare Solvency Issues

The focus on resolving the rapidly eroding financial positions of our country’s two critical senior safety net and income security programs—Social Security and Medicare—is growing. As we look ahead to the incoming congressional session, various solutions will likely enter the…

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WEP-GPO Repeal: The Argument(s) Continue to Unfold

Over the past few weeks, and especially in the week or so leading up to the November 12 House vote on H.R. 82 (the “Social Security Fairness Act”), we’ve seen a relatively steady stream of opinions about the merit of…

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Social Security, WEP-GPO, and Ticking Clocks

There seem to be many competing priorities these days when it comes to our Social Security system, from the relentless search for solutions for the program’s impending insolvency to the current push to repeal two controversial rules set in place…

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How soon will taxes be eliminated?

One of the biggest surprises for newly retired individuals is that they may have to pay federal taxes on their Social Security benefits. The Social Security Administration states, “About 40 percent of people who get Social Security have to pay…

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Top Retirement Planning Questions

NorthWestern Mutual’s 2024 Planning and Progress Study looked at the top retirement questions Baby Boomers have on their minds.  The study conducted earlier this year found that the top question, with over one-third of participants voicing it, was: “How much…

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“Ask Rusty – When Should My Wife Claim Social Security Benefits?”

Dear Rusty: I turned 64 in July and my wife turned 62 in August. My wife has not worked for approximately 15 years but does qualify for Social Security on her prior work record. My wife is having some physical…

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