As a US citizen the answer is largely yes, unless you decide to live in North Korea, Cuba, parts of Central Asia or any currently sanctioned locations. If youβre considering making the move, itβs suggested to get everything in order with Social Security before you leave stateside. It can be problematic to move first and… Read More
Often people think that Social Security is a set it and forget item. This isn’t always true; a client called me after she received a notice from the administration that her π¦π¨π₯π©ππ©π’π₯ πππ‘ππππ§π¦ were being reduced by $400.00 a month! Can you imagine how distressing that is after receiving benefit checks for decades? Together we… Read More
When Biden signed Secure 2.0 in December 2024, clients who encountered WEP & GPO limits began asking themselves, βHow this would affect my benefits?β 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
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