Where is the 2024 Social Security and Medicare Trustee Report?

This week, we look further into clawbacks - and in particular, how the SSA can clawback Social Security from seniors who are in default on student loan payments.

I thought I would share some of my clients’ most recently asked questions, so today I’m sharing more about a new Social Security Clawback rule.

This week, I walk through how to appeal the IRMAA using the SSA-44 form.

On today’s Tuesday’s Topic, I discuss a few reasons why you may want to appeal your IRMAA. Here is the SSA-44 form for you to reference and be sure to tune in next week when I walk through the steps for how to appeal.

In this episode, I walk through PIA (Primary Insurance Amount) adjustment based on claiming early or deferring. For more information about when to start receiving retirement benefits, here is an informational flyer from the SSA.

Today, we discuss PIA (Primary Insurance Amount) which the Social Security Administration uses to calculate your benefits at Full Retirement Age (FRA).

On this week’s Tuesday’s Topics, I share more about AIME (Average Indexed Monthly Earnings).

Welcome to my new video series, Tuesday’s Topics! Today, I discuss Beddian Birthdays and preview upcoming topics.