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Tax Time: Another Clarification on the Issue of Taxation of Social Security Benefits
It comes up all the time, but most frequently around this time of the year, when everyone’s mind is on income taxes. In their weekly post on Cincinnati.com, Nathan Bachrach, Ed Finke and Amy Wagner explain how taxation of benefits takes…
On Reaching Your Full Retirement Age…
Hitting your “full retirement age” (either 66 or 67, depending on when you were born) is a milestone many have looked forward to for a long time. But it’s also a decision point for you in your quest to build…
Nevada Congressional Candidates Debate Issues and Social Security
Candidates for Nevada’s 3rd Congressional District debated a number of issues yesterday, and one of them was Social Security and the program’s imminent solvency issue. During the session, former CBS affiliate reporter Michelle Mortensen, described on her website as a…
Predicting Social Security Benefits: Understanding the Variables
Ok, so you’ve hit the coveted $100,000 income level, and you’d like to get a feel for what that might mean for your future Social Security benefits. While knowing this type of information is helpful–essential, even–for your retirement planning efforts,…
A Review of Options and Stategies to Maximize Your Social Security Payments
In a post on msn.com’s Money Talks News page, Marilyn Lewis shares 12 basic ways one can bulk up the size of their monthly Social Security payment. From working longer to waiting longer to file, and including suggestions to examine and…
Ex-Spouse Benefits And How They Affect You
(Source: Social Security Administration) Just like during tax season, it’s good to have all the information you need early so you can prepare and get any money you are due. If you are age 62, unmarried, and divorced from someone…
Two Views of This Thing Called a “Retirement Crisis”
It just depends what vantage point you have. As Forbes contributor Teresa Ghilarducci points out in her post on www.forbes.com, you can either interpret it as a revenue/spending crisis or a savings crisis, but either way it’s a problem. Check out her…
Debating the Family Leave/Social Security Connection
Despite revenue neutrality, there are pros and cons associated with the concept of using Social Security to finance family leave. As a reform measure, it’s a pretty substantial redirection of thought in a world of tradition, and it will require…
How do low interest rates affect retirement thinking?
Long-range planning (or short-range, for that matter) for retirement funding hinges quite a bit on interest rates, since returns tend to influence withdrawal rates which in turn can dictate the durability of your accumulated wealth. But exactly how do interest…
Rep. Ron Kind Challenges Administration on National Debt, Cites Social Security/Medicare Growth
In a recent House Committee on Ways and Means hearing on the President’s Fiscal Year 2019 Budget Proposals, Rep. Ron Kind (D-Wisconsin) challenged Treasury Secretary Steven Mnuchen on the national debt, suggesting that the federal government is not in position to…