2022 Changes for Social Security and Medicare: What Clients Need to Know - Shared screen with speaker view
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Can you speak about people born in 1960 - we understand they will be "penalized" with lower benefits by some fluky wage calculation because of the Pandemic.
So for those > 62 not receiving benefits, will the COLA be applied to their projected benefit or show up in the bend points?
So is the max PIA now lower than previous years?
If a wife 68 + starts her benefit before husband retires, can she step up to 1/2 of his benefit when he retires next month at age 70?
ISHIKAWA, MARY ROWAN
Hey now, we insurance peeps have our clients best interest too! Suitability is strict with insurance carriers and our securities broker dealer. I think far more strict than FAs! Love ya still Elaine!!
Social Security Planning for Boomers:https://www.horsesmouth.com/security
Since 2015 you have increased the slide count by 20 slides. The more slides the longer the presentation. Is there thought of a shorter version? I feel like I end up going to fast to keep it close to an hour presentation.
Savvy Medicare Planning for Boomers:https://www.horsesmouth.com/medicare
Next week's virtual Social Security and Medicare planning workshop:https://www.horsesmouth.com/ssvirtual
You mentioned a retirement income calculator if I only have Savvy Social Security do I have access to that calculator? Where is it?
Void last question I guess I never scrolled down low enough. I will certainly check out that calc.
I always thought the benefit for waiting beyond FRA was computed on a monthly % (approx. 2/3 of 1% to yield 8%). When a 69 year old client pulled their projected benefit, it showed several months of no additional benefit for several months... then around month 6 or 7-- showed an increase. And when they turned 70, a larger increase. How is this supposed to work?
Thank you for your questions!