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.
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.