Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
The Case for Cutting High Earners' Social Security Benefits
By John ManganaroCato Institute scholar Romina Boccia weighs whether cuts to wealthy retirees' Social Security benefits could preserve the program.
February 12, 2024
Surprise! It Doesn't Always Pay to Delay Social Security Till 70Recently, we ran the numbers on a spousal-benefits scenario. The results surprised some readers.
February 09, 2024
Social Security Claiming: The Case of the High-Earning HusbandIn this case study, one spouse earns much more than the other. When should they file for benefits?
February 08, 2024
Here's What's Wrong With Ending 401(k) Tax Breaks to Fund Social Security: ICI EconomistOne can portray the U.S. retirement system as unfair, but the real picture is nuanced, Peter Brady says.
February 06, 2024
When Clients Are Laid Off, How to Ease the Sting: Advisors' AdviceAdvisors helping clients through low moments can set themselves up to retain business when good times return.
February 05, 2024
What If We Ended 401(k) Tax Breaks to Save Social Security?Prominent researchers differ on whether this would be double taxation or a smart use of revenue.
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.