Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
8 Positive Findings Hiding in the Social Security Trustees Report
By John ManganaroThe big picture is admittedly bleak, but there are also bright spots in the new yearly projections.
May 01, 2024
U.S. Faces Retirement Crisis, Working Women SaySurvey respondents cited inflation and rising health costs among reasons that retirement is only getting harder.
April 24, 2024
Ultra-Rich Should Pay to Save Social Security: PollMore than half want to trim benefits for high-earners and tax wages beyond the first $168,600 in earnings.
April 24, 2024
Two-Thirds of Peak Boomers Aren't Ready for Retirement: StudyFifty-three percent of respondents nearing agde 65 have assets of $250,000 or less, a study found.
April 19, 2024
Do Fees, Commissions Drive Bad Social Security Guidance? — Advisors' AdviceA new award-winning paper suggesting that advisors give suboptimal claiming advice has planners talking.
April 18, 2024
Can This Annuity Ease Social Security Claiming Pressure?A Nassau Financial executive says the company's latest product supports the decision-making process.
April 18, 2024
Trump Mulls a Tax Cut That Could Slash Social Security: ReportTrump has told advisors he's considering a cut to the federal payroll tax, Reuters reports.
April 16, 2024
Critics Continue Fight Two Unpopular Social Security ProvisionsSocial Security's windfall elimination provision and government pension offset rules can be particularly hard on surviving spouses.