Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
February 01, 2024
Why Social Security Expert Mary Johnson Works With a Financial AdvisorEven those with a wealth of financial knowledge can benefit from a trusted sounding board and outside expertise.
January 31, 2024
Repeal Income Tax on Social Security? What Retirement Experts Think of New BillIs the You Earned It, You Keep It Act realistic? Marcia Mantell, Michael Finke and others weigh in.
January 30, 2024
6 Things to Know About the Bill to Repeal Tax on Social SecurityAnalysis shows that the You Earned It, You Keep It Act could actually reduce the federal debt.
January 30, 2024
Case Study: When Should This Divorced Widow Claim Social Security?There is nothing simple about Social Security claiming. In this scenario, our experts run the numbers.
January 29, 2024
New Bill Repeals Social Security Tax, Raises Cap on WealthyIt would "be fully paid for by raising the cap for individuals earning more than $250,000 annually," said Rep. Yadira Caraveo.
January 22, 2024
Medicare's IRMAA: Avoiding Post-Retirement Sticker ShockFor some retiring clients, avoiding the surcharge could be as simple as filling out a form.
January 22, 2024
Retirement Policy: What to Expect in 2024 and BeyondInvesco's government affairs chief expects continued work behind the scenes even as the election takes the spotlight.
January 18, 2024
Mary Johnson, Prominent Social Security Analyst, Announces RetirementShe has long helped to illuminate the effect of inflation and entitlement program policy challenges on vulnerable retirees.
January 18, 2024
House Panel Advances Bill to 'Fast Track' Social Security CutsThe controversial plan to create a commission to cut spending now heads to the House floor.
January 18, 2024
Nassau Aims Annuity at Social Security Planning MarketOther life and annuity strategists, including Penn Mutual and Equitable, are placing bets on optimism and pessimism.