Changes to Social Security Claiming Strategies
The Bipartisan Budget Act of 2015 passed by Congress and signed into law by President Obama, included the elimination of two Social Security benefit claiming
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WISER Blog Posts
Author: WISER
Government Pension Offset & Windfall Elimination Provision
Government Pension Offset and Windfall Elimination are two provisions that may affect your Social Security benefit if you receive a pension from a government job
Pension and Social Security Benefit Integration
Under the law, a pension plan can subtract all or part of your Social Security benefit from your pension benefit, sometimes leaving little or no
Your Social Security Benefit Statement May Be Wrong
August 14, 2019 – This summer, reporters with Forbes and USA Today discovered that Social Security had mailed out thousands of incorrect benefit statements to
Know Before You Owe: Important Information about Student Loans
When deciding which college to attend, cost will undoubtedly be a big factor. Taking on any kind of debt—including student loan debt—has a lasting impact
Saving for College with Education Savings Accounts and 529 College Savings Plans
In 2002, Congress recognized the growing challenge of paying for college by establishing Coverdell Education Savings Accounts (ESAs). ESAs replaced the underpowered, Education IRA. Parents,
A Mistake With Lingering Regret: Cashing Out Your 401(k)
May 31, 2019 – Guest Blog Author: Tom Hawkins, Retirement Clearinghouse As May ends and we observe the close of Older Americans Month, a time
Hispanic Heritage Month: Building Financial Security through the Latina Savings Project
September 25, 2018 – Half a century ago, President Lyndon Johnson signed the nation’s first formal recognition of Latino/Latina culture, history, and contributions by declaring Hispanic
Understanding and Solving the Problem of Women’s 401(k) Cashout Leakage
August 1, 2018 – Guest author: Tom Hawkins, vice president of sales and marketing with Retirement Clearinghouse At a recent Women’s Institute for a Secure Retirement (WISER) roundtable addressing
Stay Engaged With Financial Wellness At Every Age
May 29, 2018 – Every May, WISER is pleased to partner with organizations across the country for Older American’s Month, led by the Administration on