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Retirement Benefits Planning
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Social Security: What professional women need to know

Investment News – August 7, 2014 “The right claiming strategy can significantly increase lifetime benefits.   When Social Security was created in 1935, the typical American family had a working husband, a stay-at-home wife and a houseful of kids. Today, 40% of mothers are either the sole or primary source of income for their families Read More

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Tax Trick – When to Start Social Security   August 5, 2014 “Most seniors claim Social Security at age 66 or earlier but they don’t have to do so. “I typically recommend that clients wait until age 70 to take benefits,” says Mark Lumia, CEO of TrueWealth Group in Lady Lake, Fla. The obvious reason to wait is an 8% annual increase Read More

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Breadwinner Approaching Social Security Retirement Age? – “File & Suspend” – Part 2 of 2

December 20, 2010 – From Retirement Income Visions The “file and suspend” strategy is a viable solution for maximizing a married couple’s Social Security benefits, however, it’s not without risk. Specifically, a potential downside of using this strategy is (1) premature death of the breadwinner or (2) the couple’s premature death between age 70 and Read More

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Breadwinner Approaching Social Security Retirement Age? – "File & Suspend" – Part 1 of 2

December 13, 2010 – From Retirement Income Visions By using “file and suspend” a married couple can increase the overall Social Security benefits that they receive. “By employing this strategy, a couple can start the spousal benefit while enabling the breadwinner to increase his/her FRA benefit by 32%. ”  READ MORE HERE 

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Five Myths About Retirement – It's Likely to Cost More Than You Think It Will

Wall Street Journal – May 24, 2014 It’s not all golf and grandchildren. Many people spend years planning for retirement and think they have it all figured out, until they actually retire. Here are a few areas where retirees don’t know as much as they think they do. READ MORE HERE

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The Payoff in Waiting to Collect Social Security

From the New York Times – November 15, 2013 If an insurance salesman offered a product with a guaranteed income of nearly 7 percent for life, it would be foolish not to question whether it was too good to be true.   But the fact is, such a product exists.   And it’s “on sale” right now, Read More

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An Annuity Plan Called Social Security – Deferring Benefits Can Yield a Significant Advantage – from The Wall Street Journal

“Know how to get a great deal on an annuity today?   Tap your 401(k) or IRA for living expenses in your first few years of retirement so you can postpone taking Social Security. Most people start their Social Security benefits as early as possible, at age 62, or at least by their “normal” retirement age, Read More

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