Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
The Surprise Tax Hit for Post-Medicare HSA Contributions
By Robert Bloink, William H. ByrnesMany clients are unaware of the complications that arise with respect to HSAs once they become eligible for Medicare, and penalties can be steep.
March 16, 2017
Future Retirees Could Be More Reliant on Social SecurityThe Center for Retirement Research finds that total wealth from retirement plans has largely been flat from 1992 to 2010.
March 15, 2017
Trump issues order to reorganize, streamline federal agenciesPresident Donald Trump has issued an executive order to reorganize and streamline the executive branch of government.
March 02, 2017
Securities America to Pay $1M Over Sales of MedCap NotesEarlier, the IBD agreed to give some $2.8 million to some 60 investors who lost millions as the firm went into default.
March 02, 2017
Bill Would Change Social Security COLA FormulaSocial Security cost-of-living adjustments should reflect seniors' costs, not those of workers, says Rep. John Garamendi, D-Calif.
February 28, 2017
SEC Crowdfunding Rules May Be ‘Too Restrictive’: Acting ChairMore than 160 U.S. deals have been initiated since Regulation CF kicked in last May, according to acting SEC Chairman Michael Piwowar.
February 22, 2017
SEC to Host Crowdfunding SymposiumRegulators, practitioners and academics will discuss protecting investors while facilitating capital formation.
February 16, 2017
Lawmakers Chide Mulvaney as New OMB DirectorLawmakers are concerned about his desire to cut Social Security, raise the retirement age and end Medicare.