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Payroll Tax Cut Extends into 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 through February, 2012.  Congress battled right up to the Christmas holiday before coming to the two-month extension, just eight days before the payroll tax Read More...

Big decision-take Social Security early or wait!

When spouses of different ages retire can have a large impact on the expected payouts from Social Security.  The best strategy is not always obvious.  We can use our Social Security Analyzer to help you maximize your Social Security Payout. Just one nugget available in our February 7 semin Read More...

Payroll Tax Cut Extended through 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.  Click on this link for a short article explaining the details of the extension. Also of note, the recapture provision, which impos Read More...

When Taking Social Security at Age 62 Makes Sense

The prevailing thought when it comes to taking social security benefits, is the longer a person can wait, the higher their monthly payments will be.  But, there are certain circumstances where social security recipients can really benefit by starting to collect early.  And, although those Read More...

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

Recently, our managing principal asked for my thoughts on two articles. I responded:Figure 1 in “How the Social Security Claiming Decision Affects Portfolio Longevity” tells much of the story.  Taking SS 4 or 8 years later may cause a retiree’s portfolio to last 5 or 10 yrs lo Read More...

Social Security Statements & Earnings Records

You may have noticed that the Social Security Administration didn’t mail you a copy of your Social Security Statement and Earnings Record this year prior to your birthday.  The SSA stopped mailing paper benefit estimates to workers last year as part of a budgetary cut. In February of Read More...
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