Chris Stein, CFP®
Dual Citizenship and Benefit Payments
A reader from Michigan asks if dual citizenship will affect Social Security benefits. "Can I continue to receive my Social Security...
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HelpWithMySocialSecurity.com is a blog intended to give you information on Social Security topics. Neither the blog, nor Jim Saulnier and Associates, LLC, are in any way approved, endorsed, or authorized by the Social Security Administration.
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Chris Stein, CFP®
Oct 246 min read
Survivor Benefits Under Special Circumstances
A reader from Illinois asks for advice on filing Social Security survivor benefits when the deceased spouse passed away before Full...
35 views0 comments
Chris Stein, CFP®
Jan 264 min read
Do Stock Options Count Towards Social Security Earnings?
A reader from Washington wonders if stock options should be counted toward earnings when considering Social Security. “My husband retired...
784 views0 comments
Chris Stein, CFP®
Nov 3, 20234 min read
Social Security Voluntary Suspension of Benefits
A reader from Colorado looks for clarification on the law regarding voluntary suspension of benefits. "I read the article "Delaying Your...
128 views0 comments
Chris Stein, CFP®
Jul 28, 20236 min read
The Social Security Earnings Limit For Self Employed Individuals
A reader from Texas looks for clarification on the rules surrounding the Social Security earnings limit for self-employed people. "My...
536 views0 comments
Chris Stein, CFP®
Sep 9, 20225 min read
Social Security COLAs For Ages 60-62
A reader from Michigan wonders about Social Security COLAs for ages 60-62 in high inflationary environments. "I was born in 1961, so my...
3,337 views3 comments
Chris Stein, CFP®
Jul 1, 20226 min read
Backdating Social Security Benefits
A reader from Washington State would like some clarity on backdating her Social Security benefits. “I am 70. I filed for Social Security...
874 views1 comment
Chris Stein, CFP®
Jun 12, 20204 min read
Estimated Monthly Benefits
A reader from Arizona has some questions about his estimated monthly benefits from Social Security. “I retired in mid-2019 and turned 67...
343 views1 comment
Chris Stein, CFP®
May 26, 20202 min read
Child-In-Care Spousal Benefits: Can I Still Work?
A reader from Florida would like to know if she can still work if she files for child-in-care spousal benefits. “If I file for...
1,066 views
Chris Stein, CFP®
Apr 23, 20203 min read
Divorced Spousal Benefit: What If My Ex Hasn’t Claimed Benefits?
A reader asks about her Social Security divorced spousal benefit if her ex-spouse has not yet claimed his benefits but is turning 62....
120 views
Chris Stein, CFP®
Apr 9, 20203 min read
What if Social Security Made an Error?
A reader would like advice on what to do if Social Security has made an error and they don’t seem to be fixing it. “I found an error that...
54 views
Chris Stein, CFP®
Mar 26, 20202 min read
Separated but Filing for Divorce at the End of the 10-Year Mark
A reader asks about the Social Security rule of reaching your marital 10-year mark for divorced spouse benefits: if you’ve been separated...
899 views
Chris Stein, CFP®
Mar 12, 20204 min read
How Remarriage Might Affect Social Security Benefits
A reader wonders how remarriage might affect his Social Security benefits. “I’m considering getting married. I’m a 64-year-old widower,...
74 views
Chris Stein, CFP®
Feb 27, 20202 min read
The 10-Year Rule: Months Literally or Calendar Years?
Jim and Chris are asked to address the topic of the 10-year rule for spousal benefits: “I have a client that was married 9 years and 10...
45 views
Chris Stein, CFP®
Feb 13, 20204 min read
Can I Make Roth Contributions After Retirement?
A podcast listener asks some questions slightly off-topic from Social Security today: what qualifies as ‘earned’ income, and can he make...
122 views
Chris Stein, CFP®
Jan 23, 20203 min read
Filing Retroactively
A Texan couple looks for some clarification on their Social Security options and filing retroactively. “I am 58, and my husband is 61. We...
37 views
Chris Stein, CFP®
Jan 9, 20204 min read
If Social Security Projects a Reduced Payout in 2035, Should I Claim Early?
If Social Security projects a reduced payout in 2035 (possibly reducing it to 75%), should claimers apply for their benefits early? An...
112 views
Chris Stein, CFP®
Dec 26, 20193 min read
Should I Appeal a Skipped Benefit Check?
This week we have a Social Security question regarding whether to appeal a skipped benefit check , supposedly because the beneficiary...
22 views
Chris Stein, CFP®
Dec 12, 20193 min read
Claiming Spousal Benefits
This week, we have a question from a husband wanting to know about claiming spousal benefits: can his wife claim spousal benefits before...
104 views
Chris Stein, CFP®
Nov 28, 20193 min read
Child-in-Care Spousal Benefits
This week we are catching up on interesting unanswered questions from the past: here is one asked in September 2018 about child-in-care...
73 views
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