Filing for Retirement Benefits While Awaiting SSDI Approval
Learn how filing for retirement benefits while awaiting an SSDI decision can impact your benefits and what to expect if your SSDI application is approved or denied.
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Social Security & Medicare Insights
Expert guidance from ARPI-certified professionals — Social Security claiming strategy, Medicare enrollment, IRMAA planning, and retirement income.
Resolving Social Security Number Issues: What to Do When SSA Has No Record
Struggling with Social Security saying your SS number is incorrect? Learn how to address this issue, including the importance of Congressional assistance.
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Planning Social Security Benefits for a Terminal Illness with Special Needs Children
Learn how to plan Social Security benefits for a terminal illness, including disability and survivor benefits for special needs children and a non-working spouse.
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Earnings Test Impact on Social Security Benefits for Late-Year Filers
Understand how the earnings test applies to Social Security benefits for clients filing in December, with tips on using the monthly earnings test.
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Earnings Test Rules for Widows with Different FRA Dates for Retirement and Survivor Benefits
Learn how the earnings test applies when a widow's FRA for retirement and survivor benefits occurs in the same year. Understand which FRA controls the earnings test.
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Do You Still Pay Medicare Taxes While on Medicare?
Learn why Medicare taxes continue to be deducted from your paycheck even after enrolling in Medicare. Understand how earnings affect these deductions.
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