Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
How to Benchmark a Client Portfolio: Christine Benz
By Dinah Wisenberg BrinGauging performance and suitability involves more than looking at major market indexes, Morningstar's retirement expert writes.
August 28, 2024
Social Security Funds Will Last Until 2034: CBOThe agency's new annual projection adds one year to Social Security's solvency outlook.
August 27, 2024
Social Security Claiming: The Case of the High-Earning CoupleWhile each working spouse may have their own sizable benefit, their claiming decisions should be carefully coordinated.
August 26, 2024
New Bill Sets 3-Year Time Limit on Social Security ClawbacksThe Protecting Americans from Social Security Clawbacks Act limits the SSA's timeline for recovering benefit overpayments.
August 23, 2024
Only 8% of Workers Say They'll Wait Till 70 for Social Security: SurveyHalf of non-retired Americans said they are concerned or very concerned about outliving their assets, Schroders reported.
August 22, 2024
Social Security Made Nearly $72B in Improper Payments, Watchdog RevealsRecovering the overpayments can cause financial hardship for beneficiaries and a headache for the agency.
August 19, 2024
Social Security Claiming: The Case of a Couple's Many ChoicesIt's essential for spouses with large differences in age and earnings, for instance, to coordinate their claiming choices carefully.
August 19, 2024
15 Most Expensive States for Early RetirementIn each of these states, you'd have to be a millionaire to retire at age 50, according to GOBankingRates' research.