Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
How to Find the Right Asset Allocation for Your Retiring Client
By Roger WohlnerTo plan for your client's unique needs, here's what to consider.
March 28, 2024
New Bill Changes How Social Security COLAs Are CalculatedThe CPI-E would yield larger benefit increases, lawmakers say, but the story in the numbers is mixed.
March 26, 2024
Marcia Mantell Takes to NPR to Fight Social Security ConfusionRecord numbers of people are turning 65 each day, and there's a lot they need to know, she says.
March 25, 2024
BofA Launches Retirement Income PortfoliosThe offering aims to provide a reliable money stream, even during inflation and market swings.
March 21, 2024
New Social Security Chief Promises Overpayment Clawback FixMartin O'Malley told senators changes will be in place Monday.
March 21, 2024
Republicans Call for Raising Retirement AgeThe Republican Study Committee's 2025 budget also suggests reducing benefits for top earners who aren't near retirement.
March 20, 2024
HSA Planning After 55: What Your Clients Might Not KnowWhile most employees are familiar with the account's tax benefits, issues specific to older workers are often ignored.
March 19, 2024
These Data Points Show That Social Security Income Is EssentialThe importance of these benefits across the wealth spectrum is clear, despite debate on how to fund them.