“Ask SSA for a complete month-by-month accounting, the benefit record, the payment history and the specific computation that produced the alleged debt,” Ray R. Harris, a Social Security adviser, told CBS News in an email.
Press Release Type Archives:
When planning for retirement, coordinate a cohesive plan
“The biggest mistake Laurie Bodisch sees when people are planning for retirement is that they look at various events in a silo. The founder of Her Wealth Coach in Cumberland County, and CEO of Workforce Retirement Transition, Bodisch is a Registered Social Security Analyst, National Social Security Advisor, and Certified Trust and Fiduciary Advisor. She…
Letters to the Editor: Social Security revelations
Ray R. Harris argues that Chicago’s racial life-expectancy gap should be considered when advising people on when to claim Social Security, rather than relying on a universal “wait until 70” rule.
How a 3-Year-Old Can Change the Social Security Claiming Math
RSSA® Ray Harris contributes a story to ThinkAdvisor sharing how a young child’s eligibility for auxiliary benefits can significantly impact a family’s Social Security claiming strategy and why advisors should consider the entire household when developing a claiming plan.
Are You Much Older Than Your Spouse? Sorry, But Your Social Security Decision Isn’t About You
RSSA® Ray Harris explains in Kiplinger why Social Security claiming decisions in age-gap marriages should focus on both lifetime income and survivor protection.
Stalling makes Social Security fixes harder
“As a Registered Social Security Analyst, I sit across from families deciding when to claim benefits. Many ask whether they should claim early because they fear the system will collapse. That fear often leads to poor planning, “RSSA Ray Harris writes in his letter to the editor of the Chicago Sun Times.
How Social Security Works for Non-U.S. Citizens
“That can and does happen,” says Ray R. Harris, a Registered Social Security Analyst and the founder of Social Security Claiming Experts, an advisory firm in Chicago…
Fidelity flags the RMD trap that quietly raises your taxes
“Ray R. Harris, a Registered Social Security Analyst and founder of Social Security Claiming Experts, warned in Kiplinger’s Adviser Intel column that low tax rates in early retirement disguise a future collision with Social Security…”
The Real Risk Isn’t Social Security Insolvency. It’s How Clients React to It.
“For clients approaching retirement, the message should be straightforward: Do not let headlines determine your claiming strategy,” RSAA Ray Harris shares in his contributed ThinkAdvisor piece.
How to work in retirement without seeing your Social Security checks slashed
“Here’s an example from Rob Moore, a Registered Social Security Analyst and the owner of Get Moore Consulting in Indianapolis…”