Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
When Clients Claim Social Security Early, Take These Steps to Avoid Surprises
By Marcia MantellClients who claim before 65 can miss taking specific actions with Medicare and HSAs, leading to tax consequences.
September 19, 2023
Groups Blast GOP Budget Over 'Death Panel' for Social SecurityA draft budget resolution proposes a debt commission that could recommend Social Security and Medicare cuts.
September 19, 2023
When Should Clients Claim Social Security? 8 Things to ConsiderWhile clients are usually encouraged to wait as long as possible, that's not always the best option.
September 13, 2023
New Bipartisan Bill Raises Social Security SSI Savings CapsThe caps haven't been raised since 1984, the bill's sponsors say.
September 13, 2023
Social Security COLA 2024 Estimate Rises to 3.2%The estimates follow an 8.7% cost-of-living increase in 2023.
September 08, 2023
FINRA Bars Ex-Schwab Broker for Taking Clients' Social Security ChecksThe former broker gave clients his own account number instead of theirs, FINRA said.
September 05, 2023
Why Even Wealthy Clients Should Delay Social Security: Jamie HopkinsThe Carson Group executive describes the impact waiting can have on maximizing wealth and minimizing risk.
August 25, 2023
Nikki Haley Floats Raising Retirement Age to Curb Rising Debt"We change retirement age to reflect life expectancy instead of cost of living increases," the Republican presidential candidate said.