Expert guidance from ARPI-certified professionals — Social Security claiming strategy, Medicare enrollment, IRMAA planning, and retirement income.
Learn why deemed filing applies when claiming spousal benefits after filing for your own. Discover how the rule affects those born after 1/1/1954 and what steps to take.
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Social Security statements include Delayed Retirement Credits (DRCs) in the benefit estimates, reflecting any increase in benefits from delaying past Full Retirement Age.
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Learn how the monthly earnings test can help avoid reductions in Social Security benefits if you retire mid-year with significant income. Understand the process for reporting earnings to the SSA to ensure your benefits remain unaffected.
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Learn how to leverage Restricted Applications for spousal benefits, maximize retirement income, and boost your advisory services with NSSA® strategies.
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The Social Security benefit statements have been updated to include the latest 8.7% Cost of Living Adjustment (COLA), reflecting the increase in benefit payments.
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Learn about additional Social Security wage credits for military service and new Medicare Part B requirements for retired Postal workers starting in 2022.
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