Announcement: National Social Security Association is under new management. Learn more here.
About Us Get Certified Training Schedule Group Training Find an Advisor Contact Us

TheĀ Benefits Blog

The Benefits Blog provides expert insights, updates, and strategies on Social Security and Medicare, tailored for financial professionals looking to enhance their knowledge and better serve their clients. Stay informed with the latest developments and tips to maximize benefits for your clients.

Can Social Security Benefits Be Suspended After Age 67 Without Repayment? delayed retirement credits (drc) full retirement age (fra) hey marc! program operations manual system (poms) Apr 10, 2024

My client, age 67, is currently collecting his SS benefits. He called SSA to suspend his benefit so he could start to receive DRCā€™s. SSA told him he could only do so if he paid back the SS benefits that he had received so far. She said that was a recent rule change. Is that correct? If not, is there...

Continue Reading...
Does a Refund from Texas Teachers Retirement Avoid GPO and WEP? government pension offset (gpo) hey marc! program operations manual system (poms) windfall elimination provision (wep) Dec 14, 2022

We have a client in Texas that is an educator, paying into the Texas State Teachers Retirement fund. She is planning to retire in 2025 and is being told by an advisor in Texas that if she takes a refund of her retirement account and makes a planned move to Arizona after retirement, this severs her s...

Continue Reading...
Understanding Retroactive Survivor Benefits Before Full Retirement Age (FRA) full retirement age (fra) hey marc! program operations manual system (poms) retroactive benefits May 01, 2019

Are there any circumstances or instances in which someone can collect survivors benefits retroactively before their own FRA?Ā  I was not aware of any, but I read something in a Social Security guide from Fisher Investments that indicated that this could happen.

Yes, there are specific circumstances ...

Continue Reading...

Categories

All Categories annual earnings test (aet) baby boomers benefits for minors child-in-care-benefit cola common law continuing disability review (cdr) deemed filing delayed retirement credits (drc) divorce earned income credits earning limits earnings test ex-spousal benefit extended period of eligibility (epe) family maximum federal employees retirement system (fers) fica full retirement age (fra) government pension offset (gpo) hey marc! living abroad maximizing benefits medicare military military pension missing earnings part b primary insurance amount (pia) program operations manual system (poms) public employees' retirement association (pera) restricted applications retroactive benefits sers social security applications social security benefits social security card social security credits social security disability social security disability insurance (ssdi) spousal benefit boost spousal benefits surviving divorced spouse benefit surviving spouse survivor benefit suspend benefits teacher retirement system (tra) va va disability veteranā€™s benefits widow benefit widower benefit windfall elimination provision (wep)