Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Why Social Security 'Bridge Accounts' Make Sense: Blanchett
By John ManganaroHaving a "sleeve" of assets earmarked for early retirement would help workers delay claiming benefits, the researcher suggests.
January 05, 2024
8 Reasons Women Face Greater Retirement Risks Than MenSubstantial progress in educational and career attainment hasn't translated to an equitable level of post-work security.
December 27, 2023
When the Social Security Administration OverpaysThe agency could try to claw cash back from your clients.
December 27, 2023
Americans More Optimistic About Social Security: GallupHalf of adults aged 18 to 29 predicted that they will receive benefits, up from 34% in 2015.
December 21, 2023
How Interest Rate Cuts, Falling Inflation Could Affect Clients in or Near RetirementLower interest rates and lower inflation are generally positive factors for investors as they leave the workplace.
December 20, 2023
Alicia Munnell Praises DOL Rollover Rule, Blasts New Social Security 2100 ActThe CRR director once supported the long-debated bill but says a newly added provision would "cause chaos."
December 19, 2023
13 States That Don't Tax Retirement IncomePlus, 11 states tax retirees' Social Security benefits, though one will stop doing so in 2024.
December 19, 2023
Senate Confirms O'Malley as New Social Security CommissionerThe former Maryland governor has said that Social Security faces a "customer service crisis."