Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security Claiming: The Classic Case of Divorce
By John ManganaroAn ex-spouse can generally get 50% of the former partner's primary benefit, regardless of when it's claimed.
April 01, 2024
Social Security Claiming: The Case of Two Marriages, Two DivorcesMatters can get complicated when someone has multiple ex-spouses from unions that lasted more than 10 years.
April 01, 2024
How to Find the Right Asset Allocation for Your Retiring ClientTo plan for your client's unique needs, here's what to consider.
April 01, 2024
Your Client Got a Social Security Clawback Notice. What Should They Do?People who get overpayment notices have options, Social Security advocate Maria Freese says.
March 28, 2024
Are Advisors Giving Conflicted Social Security Advice?Households with advisors claim benefits earlier on average, a new paper by David Blanchett and Jason Fichtner finds.
March 28, 2024
New Bill Changes How Social Security COLAs Are CalculatedThe CPI-E would yield larger benefit increases, lawmakers say, but the story in the numbers is mixed.
March 26, 2024
Marcia Mantell Takes to NPR to Fight Social Security ConfusionRecord numbers of people are turning 65 each day, and there's a lot they need to know, she says.
March 25, 2024
BofA Launches Retirement Income PortfoliosThe offering aims to provide a reliable money stream, even during inflation and market swings.