Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
6 Things to Know About the Bill to Repeal Tax on Social Security
By John ManganaroAnalysis shows that the You Earned It, You Keep It Act could actually reduce the federal debt.
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.
January 17, 2024
Bill to 'Fast Track' Social Security Cuts Is Up for Debate This WeekCritics blast the Fiscal Commission Act as an attempt to "slash Social Security and Medicare behind closed doors."
January 16, 2024
How to Talk to Clients Under 55 About Social SecurityEmpowering these clients to run their own scenarios can help ease their fears around the program's future.