Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Debate: Should the Government Force Mega-RMDs on Massive Retirement Accounts?
By Robert Bloink | William H. ByrnesA proposal in Biden's budget targets those who have saved at least $10 million in tax-preferred funds.
April 11, 2024
Social Security Claiming: The Classic Case of DivorceAn ex-spouse can generally get 50% of the former partner's primary benefit, regardless of when it's claimed.
April 10, 2024
Social Security 2025 COLA Estimate Climbs to 3%The Senior Citizens League's 2025 COLA projection increased again after jumping from 1.75% to 2.4% last month.
April 07, 2024
5 Ways to Save Social SecurityFor Biden and Trump, the issue of how to reform Social Security could prove critical in the 2024 presidential election.
April 01, 2024
Social Security Claiming: The Case of Two Marriages, Two DivorcesMatters can get complicated when someone has multiple ex-spouses from unions that lasted more than 10 years.
April 01, 2024
How to Find the Right Asset Allocation for Your Retiring ClientTo plan for your client's unique needs, here's what to consider.
April 01, 2024
Your Client Got a Social Security Clawback Notice. What Should They Do?People who get overpayment notices have options, Social Security advocate Maria Freese says.
March 28, 2024
Are Advisors Giving Conflicted Social Security Advice?Households with advisors claim benefits earlier on average, a new paper by David Blanchett and Jason Fichtner finds.