Sep 27, 2022 | SML Planning Minute Podcast, Company News, Social Security Planning
Episode 197 – In the past year or so, the Great Resignation has evolved into the Great Reshuffling. But what happens to your Social Security if you retire and then decide to go back to work?
Aug 2, 2022 | SML Planning Minute Podcast, Company News, Social Security Planning
Episode 189 – While Roth IRAs are very attractive because of tax-free growth and tax-free qualified distributions, there are many considerations when deciding to convert a Traditional IRA to a Roth IRA.
Apr 5, 2022 | SML Planning Minute Podcast, Company News, Social Security Planning
Episode 172 – As the annual Trustees’ report looms, there have been a number of proposed “fixes” to the Social Security system. Is an increase in Full Retirement Age a possibility?
Jan 4, 2022 | SML Planning Minute Podcast, Company News, Social Security Planning
Episode 159 – Not as good as advertised. The recent 5.9% Social Security COLA isn’t as good as it seems.
Dec 7, 2021 | SML Planning Minute Podcast, Company News, Social Security Planning
Episode 155 – Deciding on when to collect Social Security is a complicated process. But it comes with surprising flexibility. And people are surprised to learn of the three “do over” options that Social Security allows.
Nov 16, 2021 | SML Planning Minute Podcast, Company News, Social Security Planning
Episode 152 – Is the Social Security Administration running a scam? One prominent retirement expert thinks so.