Chris Stein, CFP®
Working After Retirement
Working prior to claiming Social Security (SS) Retirement Benefits in a job that participates in the SS system generally will increase...
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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.
Jim Saulnier and Associates, LLC is a retirement planning firm that can assist you with your Social Security concerns.
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Chris Stein, CFP®
Jul 5, 20162 min read
Yes Virginia, There Is File and Suspend
With the furor over Social Security changes from the 2015 Bipartisan Budget Act many people have only a partial understanding of the...
8 views0 comments
Chris Stein, CFP®
Jun 28, 20162 min read
Underestimating Your Social Security Estimated Benefits
We’ve talked about it before, so hopefully you already know that you can log on to the Social Security website to access your account. ...
12 views0 comments
Chris Stein, CFP®
Jun 21, 20161 min read
Social Security Claiming Options
Most people can first claim their Social Security retirement benefit at age 62, which is younger than the Full Retirement Age (FRA). The...
20 views0 comments
Chris Stein, CFP®
Jun 14, 20162 min read
When Will My Social Security Check Arrive?
Social Security Check OK… technically the Social Security Administration (SSA) doesn’t send checks out any more; they use electronic...
15 views0 comments
Chris Stein, CFP®
Jun 7, 20162 min read
Who Qualifies as a Spouse for Benefits?
Strangely enough, there are rules that determine who qualifies as a spouse for purposes of qualifying for Social Security Spousal...
17 views0 comments
Chris Stein, CFP®
May 31, 20162 min read
What is the Earnings Test?
Social Security was originally designed to replace a portion of your income after you retire. Yet for a variety of reasons many people...
13 views0 comments
Chris Stein, CFP®
May 24, 20162 min read
Do the GPO or WEP Transfer to Survivors?
Question from this week deals with the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) provisions of Social...
23 views0 comments
Chris Stein, CFP®
May 17, 20163 min read
Basics of the Representative Payee
For those people needing assistance managing their finances while receiving Social Security benefits the SSA has a program where another...
10 views0 comments
Chris Stein, CFP®
May 10, 20162 min read
The Other Social Security Tax
Springtime always leads to lots of tax questions. Just ask your friendly, neighborhood tax accountant… Our practice is the same since...
15 views0 comments
Chris Stein, CFP®
May 3, 20162 min read
When Is a Quarter Not a Quarter?
Today I bring you what turns out to be a bit of a tragic story. We had a reader contact us who had been denied Survivor Benefits, even...
22 views0 comments
Chris Stein, CFP®
Apr 26, 20163 min read
Survivor vs Retirement Benefit – Which to Start First?
This week a reader who is eligible for both a Survivor benefit as well as their own Retirement benefit asked which one they should claim,...
27 views0 comments
Chris Stein, CFP®
Apr 19, 20162 min read
Taxation of Social Security Benefits
In honor of Tax Day April 18th this year, we’re revisiting a topic we blogged about back in 2014: the taxation of Social Security...
14 views0 comments
Chris Stein, CFP®
Apr 12, 20162 min read
Switching From Widow’s Benefits to Retirement Benefits
Once again this week we have a question from the public. This time it is regarding a transition from widow’s benefits to one’s own...
142 views0 comments
Chris Stein, CFP®
Apr 5, 20163 min read
Social Security Filing Strategies for Spouses With a Large Age Difference
Another question has come in via email, and this time it involves Social Security filing strategies for spouses with a large age...
25 views0 comments
Chris Stein, CFP®
Mar 29, 20162 min read
Spousal Benefits and The Restricted Application Strategy
Not surprisingly, following the rule changes of a few months ago, we have received several questions like this one regarding Spousal...
12 views0 comments
Chris Stein, CFP®
Mar 22, 20162 min read
The Cost of Claiming Social Security Early
We have talked on previous posts about the dollar benefit reduction if you file for Social Security before your full retirement age...
10 views0 comments
Chris Stein, CFP®
Mar 15, 20163 min read
New Spousal Benefit Rules
We have talked quite extensively about two aspects of the recent changes to Social Security filing rules (see the recent posts on Filing...
32 views0 comments
Chris Stein, CFP®
Mar 8, 20162 min read
Three Retirement Risks Social Security Can Help Reduce
Social Security, for all its faults ─ and there are many ─ remains one of the most successful government insurance programs ever...
10 views0 comments
Chris Stein, CFP®
Mar 1, 20163 min read
What Is the Lump-Sum Death Benefit?
Most recipients of Social Security benefits have heard about this mysterious lump-sum death benefit that is paid out upon a worker’s...
16 views0 comments
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