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Social Security questions are tricky as advisors muddle through PIAs, FRAs, claiming strategies, and more. Here are just some of the questions (with answers) that flood into Horsesmouth's Social Security hotline.
Horsesmouth Essential: Health care planning gets tricky when couples with health savings accounts want to work beyond Social Security's full retirement age. The rules say HSA contributions must stop once enrolled in Medicare, but is that the best decision for clients? We look at the issues and the numbers.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025