Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
These 7 charts show how Americans are claiming Social Security
By Warren S. HerschOne notable stat: A whopping 83 percent of recent retirees began taking Social Security benefits early.
August 24, 2015
Social Security may extend spousal benefits to gay couplesAttorneys in federal suits seeking benefits say SSA will follow the lead of the Supreme Court.
August 24, 2015
O'Malley pressures Clinton with Social Security expansion planMartin O'Malley's policy paper fleshes out his plan to expand Social Security and cajoles front-runner Hillary Clinton to take a similar position.
August 21, 2015
Social Security May Extend Spousal Benefits to Gay CouplesAttorneys in federal suits seeking benefits say the SSA will provide retroactive benefits to the spouses, widows or widowers of same-sex partners.
August 20, 2015
Why you should start taking Social Security as soon as possibleIn most cases, the best way for clients to maximize retirement resources is to take as much Social Security income as they possibly can, as soon as they possibly can.
August 20, 2015
Retirement Confidence Dips; Workers Not Counting on Social SecurityIn a wide-ranging study from Transamerica, 14% of younger respondents see work as their primary income source in retirement.
August 18, 2015
Social Security at 80: 8 Savings Strategies to Share With ClientsWhatever happens to Social Security, it's more important than ever to use all the savings strategies at your disposal.
August 14, 2015
No Social Security COLA likely in 2016It appears likely that retirees wont see a cost-of-living increase in their Social Security checks come January.