Nov 19, 2019

Are you a government worker or married to one? Three Capita Social Security planners unravel the complicated knot of government social security penalties, such as the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). These penalties mostly apply to those who work in uncovered jobs (not paying...

Nov 5, 2019

Jeff & Brenda are faced with a life-changing Social Security decision.  They could spend $133K of their $200K retirement savings within the first 4 years of retirement in order to get $15K more per year for the rest of their life from Social Security. What would you do?  You’ve spent your whole life paying into your...