Social Security

As a key component of the “three-legged stool” of retirement planning, Social Security benefits must be factored in to pre-retirees’ financial plans. Here you’ll find posts that provide best practices, innovative approaches and news about Social Security benefits, limits and calculations.




By NTSA Net Staff11/22/2016 • 0 Comments

In MarketBeat, Susan Diehl provides thresholds and contribution levels the IRS has issued that are relevant to retirement benefits for 2017. READ MORE

By NTSA Net Staff10/19/2016 • 0 Comments

There will be a 0.3% cost-of-living adjustment (COLA) for Social Security for 2017, the Social Security Administration (SSA) announced on Oct. 18. READ MORE

By NTSA Net Staff5/11/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether pre-tax deferrals to a 403(b) plan reduce his earnings for purposes of the Social Security earnings test. READ MORE

By NTSA Net Staff1/12/2015 • 0 Comments

Suppose a school district is considering hiring a retiree older than age 62 and who is collecting Social Security. In this week’s Tech Talk, Ellie Lowder tells us whether it is possible for the district and the employee to keep the employee’s income from exceeding the Social Security income threshold. READ MORE

By John Iekel6/10/2014 • 0 Comments

Many sobering reports have been issued regarding the degree to which U.S. workers are preparing — or not — for retirement. The Bipartisan Policy Center’s (BPC) Personal Savings Initiative (PSI) may not be the first effort that seeks to help turn the tide of poor savings rates, but it has heft and features a far-reaching and ongoing discussion of the problem and ways to address it.  READ MORE

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