We talk with Regina McCann Hess, a Certified Financial Planner, president of Forge Wealth Management and author of Super ...

Overpaid beneficiaries can file Form SSA-561 ("Request for Reconsideration"), as well. This approach can work two different ways. For some, it's a way to appeal the claim they've been overpaid.

Based on statements from then-acting SSA Commissioner Kilolo Kijakazi in 2023, the agency overpaid more than 1 million beneficiaries in fiscal 2022 (the federal government's fiscal year ends on ...

Based on statements from then-acting SSA Commissioner Kilolo Kijakazi in 2023, the agency overpaid more than 1 million beneficiaries in fiscal 2022 (the federal government's fiscal year ends on ...

C hecking your beneficiary designations each year on your investment accounts is always a wise move. Our team does this ...

As CMS sets its agenda under new leadership, there are critical opportunities to develop integrated care models for dual-eligible beneficiaries in non-integrated Medicare Advantage plans and ...

For the both of you, the Allworth Advice is to get all your ducks in a row as soon as you possibly can. Being proactive now will benefit you, your wife and your kids later down the road.

Social Security, DOGE, Women's History Month and more. Catch up on all the news and advice from this week's Retirement Daily.

Under the new regulations, most non-spouse beneficiaries must now withdraw the full balance of an inherited IRA within 10 years of the original account holder’s death. Known as the "10-year rule ...

Here's the Allworth Advice: Everyone should be as thorough as possible when creating their estate plan, but you and your wife should be even more so. The more detailed you can be, the better.