Alicia Munnell: 3 Workable Ways to Save U.S. Retirement System
The existing Social Security system and 401(k) plans could produce vastly better retirement outcomes with a few relatively simple fixes, the Boston College researcher says.
Consumers Clueless on Key Social Security Benefits: FPA, AARP Survey
One example: Only 9% of consumers say they’re ‘very knowledgeable’ about benefits, but 40% expect those benefits to account for most of their retirement income.
3 Strategies to Keep Medicare Premiums Low
What can advisors do for higher income clients to position them better to get the same Medicare coverage without unnecessarily high premiums?
What Retiring Clients Need From Advisors (That Robos Don’t Do)
Clients and prospects need help planning for rising health care costs and dealing with Social Security issues, HealthView's Ron Mastrogiovanni says at RIIA event.
Early Social Security Claims Are Hurting Retirees
The vast majority of recent retirees are claiming Social Security benefits earlier than full retirement age, and it’s costing them significantly, a new study shows.
How to Get Social Security Benefits From an Ex-Spouse
In a blog post, Carrie Schwab-Pomerantz of Schwab addresses a reader’s question: “Does my ex need to be involved to file for benefits?"
No Social Security COLA in 2016: Higher Medicare Premiums for Your Clients
Some retirees will bear the brunt of higher Medicare Part B premiums due to their higher income and no Social Security COLA, the Center for Retirement Research reports.
Most Americans Lack Basic Social Security Knowledge: MassMutual Survey
MassMutual gave 1,513 Americans a 10-question, true-or-false Social Security quiz. Only one got every answer right.
Kotlikoff: Social Security’s Rules Ripping Off Recipients
Laurence Kotlikoff talks to ThinkAdvisor about some of the most "devious" among Social Security's 1,728 rules—and why high-income clients ignore them at their peril.
Unclaimed Cash: Why Social Security Planning Can’t Be Ignored by Advisors
Advisors who don’t help their clients claim Social Security are leaving money on the table — and may face liability issues.