Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Popular Social Security Claiming Strategy Gutted in Budget Bill
By Melanie WaddellThe changes to Social Security spousal benefits will be "devastating," Kotlikoff said.
October 19, 2015
No Social Security COLA means flat DC limits, tooPeople socking money away in their 401(k)s will find themselves unable to raise their contributions even if they can.
October 15, 2015
Confirmed: No Inflation Means No Social Security COLA; Medicare Premiums to Surge for SomeDrop in CPI confirms Social Security beneficiaries will see no benefit increase, again, while upper-income recipients will see big jump in Part B premiums.
October 05, 2015
Social Security planning: The business caseDo advisors have a fiduciary obligation to offer Social Security planning advice that produces an optimal payout?
October 05, 2015
Social Security planning: The business caseDo advisors have a fiduciary obligation to offer Social Security planning advice that produces an optimal payout?
October 02, 2015
Groups seek Medicare Part B premium changePremiums for high-income enrollees and new enrollees could rise 52 percent.
October 02, 2015
Groups seek Medicare Part B premium changePremiums for high-income enrollees and new enrollees could rise 52 percent.
October 01, 2015
America is changing. Are advisors ready?Big shifts in the U.S. population will challenge advisors assumptions about planning and may well lead to a change in the demographics of their clients.