Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
May 31, 2024
Good Options for 'Saving' Social Security Are Disappearing Fast: Alicia MunnellThe choices get harder the longer lawmakers wait, the Center for Retirement Research director warns.
May 28, 2024
Social Security Claiming: The Case of the Widowed Late BoomerCarl's wife died with a substantial earnings history. When should he claim his benefits?
May 23, 2024
How Worrying Is the New Social Security Trustees Report?Congress should act now to shore up the program as the funding shortfall won't self-correct, actuaries say.
May 15, 2024
Social Security COLA Estimate for 2025 Climbs Again to 3.2%Prices rose 3.4% from 12 months ago, new CPI data shows.
May 09, 2024
Social Security Claiming: The Case of the 11-Year Age GapIn this couple, the wife is not only much younger but expected to live longer. How can they optimize their benefits?
May 07, 2024
8 Positive Findings Hiding in the Social Security Trustees ReportThe big picture is admittedly bleak, but there are also bright spots in the new yearly projections.
May 06, 2024
Social Security Retirement Fund Will Run Dry in 2033: Trustees ReportThere are bright spots in the new projections, but the news remains troubling, Social Security experts say.
May 06, 2024
Is the 4% Rule Too Safe?While rules of thumb aren't optimal, I think 5% is a more realistic starting point for typical retirees.
May 01, 2024
U.S. Faces Retirement Crisis, Working Women SaySurvey respondents cited inflation and rising health costs among reasons that retirement is only getting harder.
April 24, 2024
Ultra-Rich Should Pay to Save Social Security: PollMore than half want to trim benefits for high-earners and tax wages beyond the first $168,600 in earnings.