Norm Haug RSSA Staff The interaction between international pensions and U.S. Social Security benefits can be a complex and intricate matter. One significant aspect of this complexity arises when individuals have worked in both Japan and the United States and are eligible for benefits from both countries. To help individuals in such situations, the…
Post Type Archives: Resources
How to Recover Unclaimed Social Security Benefits After a Parent’s Passing
Norm Haug RSSA Staff Losing a loved one is a challenging and emotionally draining experience. Amidst the grief, it’s essential to take care of practical matters, including any unclaimed Social Security benefits that your deceased parent may have left behind. Fortunately, there is a process in place to recover these unpaid benefits, providing certain…
Balancing Faith and Finances: A Ministers’ Guide to Exemption and Social Security Benefits
Norm Haug RSSA Staff Ministers, pastors, and other clergy members serve their communities with unwavering dedication, often making unique financial decisions aligned with their faith. For those who seek exemption from payroll taxes through Form SSA-4361, a realm of intriguing possibilities opens up, including the potential to receive spousal and survivor benefits based on…
The Birthdays That Impact Your Retirement Income
Here are the most important birthdays to keep in mind as they can have a direct impact on your retirement and Social Security.
Did you know that you can waive your Social Security benefit?
Norm Haug RSSA Staff Did you know that you can waive your Social Security benefit? Not that many people would, but most people are unaware of this option and it can provide significant advantages for those looking to optimize their retirement income strategy. Let’s explore what it means to waive your Social Security benefits…
Beyond CMS Guidelines: Leveraging Social Security Optimization to Engage and Assist Clients as a Medicare Professional
A Secure Financial Future Medicare professionals are often encumbered by the constraints of the Centers for Medicare and Medicaid Services (CMS) Medicare Communications and Marketing Guidelines. These guidelines are designed to protect consumers but can sometimes restrict the outreach and marketing efforts of professionals. This is where an innovative approach is needed. By employing Social…
How Returning to Work May Impact Your Social Security Benefits
Norm Haug RSSA Staff Did you know that returning to work after Full Retirement Age could increase your Social Security benefits? But beware of tax considerations. Returning to work after reaching full retirement age can have financial implications, including potential adjustments to your Social Security benefits. When you reach your full retirement age, which…
Understanding the Impact of Foreign Work on Social Security and Medicare Benefits
Norm Haug RSSA Staff When planning for retirement, it’s important to consider how your work history, including any employment in foreign countries, may affect your benefits. While both Social Security and Medicare are important components of retirement planning, the rules governing work in foreign countries differ when it comes to these two programs. It…
What Women Need to Know about Social Security
Preparing for retirement and attaining financial security is not an easy task for anyone, but women tend to face more hardships than men in this area. Before discussing what women need to know about Social Security, it is important to understand the obstacles women face. The first obstacle women face is that, historically, they spend…
What The 2023 Social Security Trustees Report Tells Us
Martha Shedden, NARSSA President & Co-Founder Today, the Social Security Board of Trustees released its annual report, sharing its findings regarding the long-term financial status of the Social Security Trust Funds. The two trust funds are the OASI Trust Fund and the DI Trust Fund. The OASI Trust Fund stands for the Old-Age &…