Learning Center

Social Security Statements & Earnings Records

By Tracy Eichelberger, Investment Advisor   |  May 14, 2012
You may have noticed that the Social Security Administration didn't mail you a copy of your Social Security Statement

Effect of Delaying Social Security on Portfolio Longevity & Expected Lifetime Benefits

By Roger Kramer, CPA, CITP   |  May 8, 2012
Thoughts on "How Social Security Claiming Decision Affects Portfolio Longevity" and "Value of Delaying Social Security Benefits".

When Taking Social Security at Age 62 Makes Sense

By Chris Bevington, CPA   |  May 1, 2012
When to start taking social security benefits can be a complex decision, and this short synopsis only scratches the surface on such a broad and important topic.

Payroll Tax Cut Extended through 2012

By Chris Bevington, CPA   |  February 20, 2012
As expected, the 2% payroll tax cut reducing the employee portion of social security tax from 6.2% to 4.2% of wages has been extended through the end of 2012.

Big decision-take Social Security early or wait!

By Roger Kramer, CPA, CITP   |  February 2, 2012
Different aged spouses retirement ages can have a large impact on the expected payouts from Social Security. The best strategy is not always obvious.

Payroll Tax Cut Extends into 2012

By Chris Bevington, CPA   |  January 11, 2012
The payroll tax cut, resulting in the employee portion of social security tax being reduced from 6.2% to 4.2% of wages, has been extended.

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