When Biden signed Secure 2.0 in December 2024, clients who encountered WEP & GPO limits began asking themselves, “How this would affect my benefits?” As a Registered Social Security Analyst (RSSA) and Enrolled Agent (EA), this is my perspective, and I can help you anticipate your potential benefit changes. On the positive it could of… Read More
Because Social Security is a necessary part of a comprehensive retirement strategy, there are important considerations before choosing to claim benefits. Working with a financial professional is crucial in coordinating these types of benefits. Erin Fountain discusses her approach to helping her clients take the mystery out of Social Security Benefits Planning. Taking the Mystery…… Read More
Many people are excited that Trump is looking to remove taxation of SSA benefits, but they don’t realize those taxes are part of what funds those benefits. It will be interesting to see what prevails . . . just in case you’re planning to claim your benefits in 2025 – be aware that currently those… Read More
