Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
July 02, 2024
6 New Social Security Bills in Congress NowOne bill would eliminate taxes on benefits; another could fast-track cuts.
June 27, 2024
12 Insights Into Boomers' Retirement RealitiesTheir relative contentment can mask deeper challenges, a new survey finds.
June 25, 2024
New Social Security Bill Calls for Study of Inflation ImpactA Social Security advocate called the bill "a smokescreen to confuse seniors."
June 24, 2024
Two Social Security Claiming Case Studies, One ConclusionWhile it's not true in every situation, the math shows that many people should wait to collect benefits.
June 13, 2024
Kotlikoff: Advisors Do Retirement Planning All WrongSocial Security and 401(k)s should be scrapped, too, the professor says, laying out his alternative retirement plan.
June 12, 2024
Social Security COLA Estimate for 2025 Drops to 3%The new COLA projection is based on the latest CPI data, which showed inflation cooled in May.
June 10, 2024
New Bill Gives More Time to Respond to Social Security Clawback NoticesThe Social Security Overpayment Fairness Act gives beneficiaries 120 days to respond before collection begins.
June 07, 2024
For Young Widows, the Best Social Security Claiming Choice Isn't Always What It SeemsThis client got benefit estimates from the Social Security Administration, but they don't tell the whole story.
June 06, 2024
8 Reasons Retirement Has Gotten Harder for the Affluent: Michael FinkeFinancial planning clients generally live longer than the average American, adding to the financial strain of retirement.
June 04, 2024
A Conversation with Bipartisan Policy Center Chief Economist Jason FichtnerCome 2025, the Social Security system will be in its 90th year of operation, and in many ways, the key federal retirement income insurance program is showing both its age and its continuing importance to the U.S. retirement landscape.