Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
April 24, 2024
Two-Thirds of Peak Boomers Aren't Ready for Retirement: StudyFifty-three percent of respondents nearing agde 65 have assets of $250,000 or less, a study found.
April 19, 2024
Do Fees, Commissions Drive Bad Social Security Guidance? — Advisors' AdviceA new award-winning paper suggesting that advisors give suboptimal claiming advice has planners talking.
April 18, 2024
Can This Annuity Ease Social Security Claiming Pressure?A Nassau Financial executive says the company's latest product supports the decision-making process.
April 18, 2024
Trump Mulls a Tax Cut That Could Slash Social Security: ReportTrump has told advisors he's considering a cut to the federal payroll tax, Reuters reports.
April 16, 2024
Critics Continue Fight Two Unpopular Social Security ProvisionsSocial Security's windfall elimination provision and government pension offset rules can be particularly hard on surviving spouses.
April 15, 2024
Debate: Should the Government Force Mega-RMDs on Massive Retirement Accounts?A proposal in Biden's budget targets those who have saved at least $10 million in tax-preferred funds.
April 15, 2024
7 Things to Know About Social Security and TaxesThe interactions between Social Security and other income can cause unexpected tax results, Joe Elsasser says.
April 12, 2024
Here's What's Wrong With the 4% RuleFor investors who prefer a formulaic approach to retirement withdrawals, there's a better option.
April 11, 2024
Social Security Claiming: The Classic Case of DivorceAn ex-spouse can generally get 50% of the former partner's primary benefit, regardless of when it's claimed.
April 10, 2024
Social Security 2025 COLA Estimate Climbs to 3%The Senior Citizens League's 2025 COLA projection increased again after jumping from 1.75% to 2.4% last month.