How to Handle Changes to Social Security Claiming Rules
An explainer of the recent changes to Social Security affecting two popular strategies: "file and suspend" and restricted application.
Bill Would Stop Government From Taking Social Security Benefits to Pay Student Loans
The bill repeals a change in law that allowed earned benefits to be garnished to collect federal debts.
To Delay Social Security Claiming, Offer Lump Sum Benefit: Report
Olivia Mitchell and her fellow researchers find that many workers would delay starting their benefits, and work longer, if they received a lump sum.
CFPB Releases Social Security Claiming Tool
Most retirees make Social Security claiming decisions based on "limited and incorrect information," and many take benefits too soon, CFPB says.
Budget Bill’s Ending of Social Security File-and-Suspend Strategy ‘Not All Bad’
One retirement expert says there's a silver lining to killing the popular strategy. Meanwhile, pension advocates blast a PBGC premium increase in the bill.
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.