Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security Claiming: The Case of the Age and Earnings Gap
By John ManganaroGreg is seven years older and earns more than his wife, Alice. When should they file for benefits?
February 21, 2024
Is This Big Risk Lurking in Your Social Security Claiming Math?As a reader pointed out, Social Security projections are only as good as the assumptions fed in.
February 16, 2024
The Case for Cutting High Earners' Social Security BenefitsCato Institute scholar Romina Boccia weighs whether cuts to wealthy retirees' Social Security benefits could preserve the program.
February 13, 2024
Social Security COLA for 2025 Estimated at 1.75%The Senior Citizens League's projection is based on higher-than-expected inflation in January.
February 13, 2024
Jason Fichtner Among New Members Named to FINRA Foundation BoardThe nonprofit FINRA Investor Education Foundation is welcoming three industry veterans, including the former Social Security official.
February 12, 2024
Surprise! It Doesn't Always Pay to Delay Social Security Till 70Recently, we ran the numbers on a spousal-benefits scenario. The results surprised some readers.
February 09, 2024
Social Security Claiming: The Case of the High-Earning HusbandIn this case study, one spouse earns much more than the other. When should they file for benefits?
February 08, 2024
Here's What's Wrong With Ending 401(k) Tax Breaks to Fund Social Security: ICI EconomistOne can portray the U.S. retirement system as unfair, but the real picture is nuanced, Peter Brady says.