Social Security and Tax Planning: The Advisor Opportunity
Neither process is fun, but relieving the confusion and frustration surrounding the Social Security planning and claiming process represents a major business-building opportunity for advisors.
Don’t Take Retirement Advice From the Social Security Administration
It’s not that SSA employees won’t give advice on how and when to claim benefits; it’s that they can’t. So make sure you step up.
Social Security Bankrupt in 2033; Medicare Outlook Brightens: Trustees’ Report
While the trustees' Social Security funding forecast is similar to last year's, Medicare gets four more years thanks to Obamacare.
Social Security, Retirement Savings Would Benefit From Closing Gender Pay Gap
Closing the gender pay gap would have a direct effect on women’s Social Security benefits and ability to save for retirement, Social Security Works finds.
2 Ways to Shore Up Social Security
The National Center for Policy Analysis crunches the numbers on two strategies to keep Social Security from going broke.
When to Take Social Security: A Breakdown by Marital Status
T. Rowe price runs the numbers to find the best benefit claiming strategies for singles, married couples and divorcees.
Senate Finance to Vote on New Social Security Advisory Board Members
Committee will hold Wednesday open executive session to vote on new members Aaron, Chen and Cohen.
Replace Social Security or Fix It?
Just as advisors understand that past performance does not guarantee future returns, Larry Kotlikoff argues Social Security's past success does not indicate its current viability.
Senators Debate Social Security Fixes
Agreement on the scope of the problem; disagreements on what changes should be made to keep Social Security solvent.
What Will Social Security’s Future Look Like?
Just as the baby boomer generation is reaching retirement, experts are expressing concern that they could be in for a surprise.