Blog posts tagged with "social security"

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Retirement Contributions Get a Boost in 2019

December 12, 2018

For the first time since 2013, the IRS is raising the contributions limits for IRAs. The maximum contribution for 401(k) accounts and IRAs is increasing by $500 for 2019. If you have not already done so, now is the time to plan for contributions

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Tracy Wells Achieves NSSA Advisors Certificate

By Jordan Kvochick   |  October 2, 2018

Tracy Wells, Investment Advisor Representative and Financial Planning Specialist, has achieved her National Social Security Advisors certificate from the National Social Security Association LLC in Cincinnati.

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Answers to commonly asked tax questions

February 26, 2018

With all of the headlines about the changes to tax law, you probably have lots of questions. Here are answers to some of the most common questions taxpayers have this year.

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New Year, New Numbers

January 12, 2018

Happy New Year! We would like to highlight some figures that will be helpful in your financial and retirement planning for this coming year.

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2% Cost of Living Adjustment Just Announced by Social Security for 2018

Social Security recipients will receive a 2% increase in their benefit in 2018.

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Keywords: social security

Steps to avoid a name mismatch audit

August 14, 2017

If you changed your name for any reason during the past year, you will need to file Form SS-5, Application for a Social Security Card, with the Social Security Administration (SSA) to notify them of the name change before you submit your 2017 tax returns...

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Keywords: social security, tax

Social Security News

April 4, 2017

The Social Security Administration announced earlier this year that they will be mailing out fewer Social Security Statements. Only people age 60 and over will receive annual statements in the mail.

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Keywords: social security

Social Security’s Effect on Retirement

Have you ever put together a jigsaw puzzle? If you're like me, you dump out all of the pieces, turn them so you can see a glimpse of the picture, sort out the edge pieces...

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Last Call for the Social Security “File and Suspend” Strategy

The Social Security claiming strategy, "File and Suspend," will be phased out May 1, 2016, as a result of The Bipartisan Budget Act of 2015.

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Plan for changes to social security

February 24, 2016

The Bipartisan Budget Act of 2015 made two changes to social security benefit strategies.

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Keywords: social security

W&H Plans January Seminar on Social Security Changes

December 23, 2015

In this seminar, Changes & Critical Decisions to Maximize your Social Security Benefits, we will explain how to strategically utilize the changes in the Social Security filing rules as you approach retirement.

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Say Goodbye to Some of Our Creative Social Security Claiming Strategies

By Tracy Wells, Investment Advisor Representative   |  November 18, 2015

On November 2, 2015, the Bipartisan Budget Act of 2015 was signed into law. With this, some of the creative claiming strategies, specifically “file and suspend" and " restricted application"...

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Happy 80th Birthday Social Security!

The Social Security Administration (SSA) began as the Social Security Board (SSB) when President Franklin Roosevelt signed the Social Security Act on August 14, 1935.

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Social Security and Cash Flow Planning

I am a fan of budgets! Yes, that might make me a nerd, but I'm good with that. Some might think that being on a budget is too restrictive, but I have personally found that...

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Social Security and the Non-Covered Pension

When working with our clients on filing for Social Security benefits, we strive to explore all available claiming strategies.Recently, I had the privilege of helping several...

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Social Security & Medicare Seminar

By Jim Hess, CEO, CPA   |  August 12, 2014

I'm approaching retirement. Now what? When should I start taking Social Security benefits? How does Medicare fit into the picture? Can anybody help me?

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Retirement and Social Security 101: Timing is Key

As our clients approach their transition to retirement, they typically want advice on two specific Social Security topics: when to start taking benefits and leveraging claiming strategies.

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Many retirees wish they had waited to take Social Security benefits

By Aaron Bates, CFP, Investment Advisor   |  June 11, 2014

We have written many times about the importance of when you begin to take your Social Security benefits, since the monthly amount you receive increases if you delay.

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Longevity Risk & Survivor Benefits

As you plan for retirement, one of the risks that you need to keep in mind is longevity risk, the risk of running out of retirement resources during your lifetime.

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Voluntarily Suspending Social Security Benefits

Joe Taxpayer started receiving his Social Security benefits at age 62. At the time, he thought it was a smart decision, but now, at age 66 (his full retirement age), Joe

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Understanding the Social Security Lingo and Why it Matters to You

In previous blogs, I’ve written about key terms that affect your decision on when to start taking Social Security Benefits.

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Success Stories of Strategic Timing

Adapted from Real Life Stories As we meet with clients approaching retirement, it’s interesting to listen to them talk about when they intend to start taking their

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Navigating Your Financial Future Seminar Series

By Jim Hess, CEO, CPA   |  April 1, 2013

“I’m approaching retirement. Now what? When should I start taking Social Security benefits? How does Medicare fit into the picture? Can anybody help me?

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Social Security Delayed Retirement Credits

By Tracy Wells, Investment Advisor Representative   |  February 28, 2013

When is the best time to start taking my Social Security benefits? The answer to that question is: “It depends!”

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When Can I Start Taking Social Security Benefits?

When can I start taking Social Security benefits? I've been asked that question several times recently.

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Seminar: Navigating Your Financial Future

November 14, 2012

The Whitcomb & Hess team is pleased to announce four seminars that will help you navigate your financial future with confidence. You'll get practical learning and walk away with a new level of peace about your financial future.

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2012 Year End Tax Update

November 1, 2012

Check your tax situation before year-end

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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

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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".

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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.

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