Investment News | First year of Social Security benefits: What happens if you retire midyear?

Published: February 5, 2025

“The first-year retirement rule is part of the Social Security retirement earnings test (RET),” explained Martha Shedden, president and co-founder of the National Association of Registered Social Security Analysts (NARSSA). “[It] applies to individuals who file for retirement, spousal, or survivor benefits before reaching FRA – for most retirees, age 67 – and those who continue working and earning income over the RET limits (annual or monthly).”

Press Release | RSSA® now part of the AgeTech Collaborative™ from AARP® Accelerator

Published: January 27, 2025

We are thrilled to announce that RSSA® has been accepted into the AgeTech Collaborative™ from AARP® accelerator program, an 8-week program designed to elevate promising early-stage AgeTech startups. This incredible milestone underscores RSSA’s commitment to empowering individuals and financial professionals with tools, education, and support to optimize Social Security benefits and promote financial wellness for aging populations.

Barron's | Worried About Social Security Under Trump? What to Know About Claiming Early.

Published: January 24, 2025

At your full retirement age, you receive 100% of your earned benefit. If you can wait three more years until 70, you’ll receive 124% of what you would have gotten at full retirement age. “The math is very powerful,” says Martha Shedden, president and co-founder of the National Association of Registered Social Security Analysts.

U.S. News & World Report | How Much Could Trump’s Social Security Pick Impact Your Benefits? What to Expect in 2025

Published: January 22, 2025

“It’s scary to me,” says Martha Shedden, president and cofounder of the National Association of Registered Social Security Analysts. She worries about Bisignano’s lack of background in public policy and wonders if his business experience may lead him to take risks with Social Security trust fund money…

U.S. News & World Report | Social Security Fairness Act: What It Is and Will It Affect You

Published: January 10, 2025

“The WEP (couldn’t) completely eliminate that Social Security,” says Martha Shedden, president and co-founder of the National Association of Registered Social Security Analysts. The maximum reduction was about $600. But the formula used for the GPO was different. “That (could) entirely eliminate those benefits, especially spousal benefits,” according to Shedden.

Newsweek | New Social Security Law May Face Problems Under Trump—Economist

Published: January 9, 2025

Martha Shedden, president and cofounder of the National Association of Registered Social Security Analysts, told Newsweek: “The level of chaos and cost to the SSA that implementation of this hurried passage of a two-year old proposal, will be tremendous. This January 2023 bill was proposed with a start date of January 2024. With no amendments made, or even considered, an entire year of retroactive payments is now – in January 2025 – required.”