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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


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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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