Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
New Platform Promises 'Near-Perfect' Social Security Planning
By John ManganaroThe RSSA Roadmap will be a powerful tool in the hands of financial planners, Martha Shedden says.
October 06, 2023
More Than Cash: Social Security Buffers Longevity RiskReframing claiming decisions accordingly can help individuals facing greater uncertainty over their lifespans make better choices.
October 03, 2023
Retirement Master Class Part 3 (of 3): Social SecurityJoin ThinkAdvisor's editorial team for a complimentary webcast to discover how to deliver better financial advice and provide peace of mind to clients.
October 02, 2023
When Clients Claim Social Security Early, Take These Steps to Avoid SurprisesClients who claim before 65 can miss taking specific actions with Medicare and HSAs, leading to tax consequences.
September 28, 2023
What a Shutdown Means for Social Security, MedicareWhile Social Security, Medicare and Medicaid recipients shouldn't panic, the economy could take a hit, policy analysts say.
September 22, 2023
7 Social Security and Medicare Quirks That Trip Up AdvisorsThe two programs can interact in surprising ways, retirement consultant Marcia Mantell says.
September 19, 2023
Groups Blast GOP Budget Over 'Death Panel' for Social SecurityA draft budget resolution proposes a debt commission that could recommend Social Security and Medicare cuts.
September 19, 2023
When Should Clients Claim Social Security? 8 Things to ConsiderWhile clients are usually encouraged to wait as long as possible, that's not always the best option.