Hi there, While we aim to provide comprehensive assistance in understanding and navigating Social Security benefits, we must adhere to SSA regulations which prohibit us from accessing a client’s my Social Security account, even if authorized to act on their behalf. This is to ensure compliance with federal law and to protect both our clients…

Full question: My boss earned $48,000 on a W2 and had a negative earning of $27,000 on a Schedule C for a new business he started. Does that take him above the maximum earnings? SS is withholding my benefits. Thank you for contacting us. I understand you’re concerned about how your boss’s earnings impact the…

Hello, The first place to start is at SSA.gov by setting up a mySocialSecurity account. Once you have that, you will have access to your Social Security statement showing you benefit amounts at the years between 62 and 70. For further personal assistance, we recommend connecting with a Registered Social Security Analyst (RSSA) in your…

Full question: I recently retired and got a letter claiming i was getting an IRMAA penalty based upon income from 2 years ago – but my current income is now 1/3 of what i made now that I’m retired. How do I fix this issue? Hi there, You can request to lower the IRMAA by…

Full question: I have a client who had their Part A Medicare suspended by SSA & Medicare but she cannot get a reason for this can you help me find the reason? Hi there, This is an issue that the client must contact the SSA about. I would encourage them to reach out to their…

Full question: I am a divorcee, married to my ex for more than 10 years. When he retired I applied for child in care benefits from his retirement, I was 62. Our oldest learning disabled -since birth (now age 40) lives with me. I was approved for child in care benefits in 2019. This past…