Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Countries With 5 Lowest & 5 Highest Retirement Ages
By Marlene SatterWhen do people in other countries leave their jobs for good?
September 26, 2018
Fewer Kids Could Mean Lower Benefits, Fewer Caregivers in FutureThe fertility rate in the U.S. has fallen despite the economic recovery, CRR reports.
September 26, 2018
The Math of Medicare Enrollment Delay Option for Working ClientsDeciding when to enroll in Medicare coverage is more complicated when a client continues to work, and can effect claiming Social Security.
September 25, 2018
United Income Launches Total Wealth Return SolutionThe new solution simulates 81 different Social Security claiming strategies, among other functions.
September 21, 2018
Social Security Changes Could Help Widows: CRRWidows over 65 are three times as likely to be poor as married women, the Center for Retirement Research says.
September 17, 2018
Social Security COLA Estimate Revised Below 3% for 2019A slowing trend in the monthly inflation index used to calculate the COLA is behind the lower estimate.
September 17, 2018
Trump Order on MEPs, RMDs Expands Retirement OptionsIf the changes are adopted, a potentially valuable strategy could emerge for small-business owners while RMD planning would change dramatically.
September 12, 2018
Investing After Retirement: Hit the Gas or Hit the Brakes?Marguerita Cheng, CEO of Blue Ocean Global Wealth, weighs in on retirement income vs. assets; buying annuities; Social Security; and the situational benefits of reverse mortgages--yes, reverse mortgages.