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The Benefits Blog

The Benefits Blog provides expert insights, updates, and strategies on Social Security and Medicare, tailored for financial professionals looking to enhance their knowledge and better serve their clients. Stay informed with the latest developments and tips to maximize benefits for your clients.

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How to Plan and Optimize Your Social Security Benefits baby boomers benefits for minors child-in-care-benefit deemed filing ex-spousal benefit social security benefits spousal benefits Jun 02, 2025

Whether you're wondering how to plan for Social Security, how to avoid filing mistakes, or how to optimize your retirement income, this guide will walk you through the 10 most important things to know before you file.

 

1. Your Children May Be Eligible for Social Security Benefits

Social Security...

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Claiming Social Security Benefits After a January Death hey marc! social security benefits Feb 22, 2024

Had a quick question I was hoping you could help me with. A client of mine unexpectedly passed away in the middle of January. I just spoke with her husband who claims he didn’t receive her SS check for the month of January. This seemed a bit odd to me as she only just passed in the middle of January...

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Do You Still Pay Medicare Taxes While on Medicare? fica hey marc! medicare social security benefits Aug 03, 2023

This was a question I had never had before and was hoping you know the answer. I had a client ask me if they will still have Medicare taxes deducted from their paycheck once they are on Medicare.

Yes, your client will still have Medicare taxes deducted from their paycheck even after enrolling in Me...

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Social Security Benefits for Children Under 18 benefits for minors hey marc! primary insurance amount (pia) social security benefits Sep 07, 2022

I have a client who has 3 kids under 18 –> 8, 11, 13.  Do you have to claim kids on taxes to be able to claim for SS benefits?  What do those benefits look like for him? His SS benefit at 67 is $2,765.

Your client’s children do not need to be claimed on his tax returns to be eligible for Social Sec...

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