I will be presenting a Zoom virtual workshop on Social Security on May 11, 2020 from 6PM-8PM PST. We will discuss the basic rules of the Social Security system and ways that individuals and couples can use these rules to maximize benefits. The … [Read more...]
Social Security savviness still pays off
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...]