Taxes

Economic Security Planning, Inc. Today’s column addresses questions about how spousal benefits are calculated when filing after FRA, how the Parisi case can affect benefit amounts when the family maximum that can be claimed on a single record is involved and filing with two exes. Larry Kotlikoff is a Professor of Economics at Boston University… More

Economic Security Planning, Inc. Today’s column addresses questions about potential effects of Social Security’s earnings test on spousal benefits, whether benefits lost to the earnings test are repaid and getting retirement benefits after survivor benefits. Larry Kotlikoff is a Professor of Economics at Boston University and the founder and president of Economic Security Planning, Inc,… More