Let’s unpack how Social Security benefits are calculated. The more I speak on Social Security, the more I realize that nobody really understands how the Social Security Administration (SSA) comes up with the numbers for the benefits provided.
I put this piece together to unpack precisely how the SSA calculates the full retirement age (FRA) benefit amount referred to as primary insurance amount (PIA).
President Biden signed the 2023 Omnibus Appropriations package on December 23, 2022. Included in this funding bill for federal government operations was the SECURE 2.0 Act. The new version of the 2019 …
Updated March 18, 2025, at 12:12 PM Succession planning for a family business is often top-of-mind for business-owning clients as they near retirement. And for good reason. Family business succession plans are …