Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Gen Xers Fret About Retirement Savings Gap
By Michael S. FischerWith limited time to catch up, worry surrounds leaving the workforce, a Schroders survey finds.
December 01, 2023
3 Interesting Social Security Questions Advisors Asked This YearSome clients have unusual circumstances, and their questions can take even the best advisors aback.
November 29, 2023
Here's How Long the CDC Expects Your Clients to Live NowThe new report shows U.S. adults still face a big decrease in expected years of life.
November 28, 2023
House Panel to Take Up Bill to 'Fast Track' Social Security CutsThe Budget Committee plans to review Wednesday the Fiscal Stability Act, which would set up a fiscal commission.
November 28, 2023
Three Retirement Income Crises Are Brewing. Are Your Clients Ready?Advisors are likely unfamiliar with two of these looming threats — and have not altered their advice to clients.
November 21, 2023
Critics Bash Social Security Windfall Elimination PoliciesIntended to prevent overly generous benefits, two program exceptions affect many multi-career workers' retirements.
November 20, 2023
Kotlikoff: Help Your Clients Avoid Social Security ClawbacksThe SSA's view is "Our mistake is your problem," the former Reagan official warns.
November 10, 2023
7 Surprising Facts About the Earnings of Workers Over 62Work has been a significant income source for older households for decades, and its importance is growing.