By Donald Jay Korn Financial-Planning.com December, 30 2016, 1∶22pm EST Not so long ago, Terry Prather was advising clients to submit restricted applications for Social Security retirement benefits. Similarly, Timothy Hayes was explaining … [Read more...]
Social Security Savvy Still Pays
February 1, 2016|Donald Jay Korn, Financial Planning Magazine Not so long ago, Terry Prather was advising clients to submit restricted applications for Social Security retirement benefits. Similarly, Timothy Hayes was explaining the … [Read more...]
The “Deeming” Trap When Claiming Early Social Security Benefits
A reader asks: "If I elect to start receiving my Social Security benefit at 62, can I then apply for and switch to an ex spouse benefit at 66? My projected retirement benefit at FRA is $1700, his is $2700. At 62 my reduced benefit will be about … [Read more...]
Joe Alfonso to Appear on Sirius XM Radio Channel 111 “Your Money”
Tune in to Sirius XM Channel 111 on Tuesday, May 26 from 2:30PM PT to hear Joe Alfonso, CFP®, founder and principal of Aegis Financial Advisory, discuss Social Security with Professor Kent Smetters, host of "Your Money". Joe and Kent will also be … [Read more...]
Breakeven Analysis and Timing the Start of Social Security Benefits
Wednesday, February 11, 2015 | Joe Alfonso, GoLocalPDX Contributor The decision as to when to begin taking Social Security retirement benefits is critical and greatly impacts the ultimate size of the benefit received. If you wait until your full … [Read more...]