Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
10 'Good News, Bad News' Social Security Survey Findings
By John ManganaroGood and bad, these stats underscore clients' need for advisors' help with Social Security decisions.
August 10, 2023
Social Security COLA 2024 Estimate Holds Steady at 3%A COLA of 3% would raise the current average monthly benefit by nearly $54.
August 08, 2023
90% of Americans Plan to Claim Social Security Before 70: SurveyThe choice not to wait for larger benefit payments is a deliberate one, the survey found.
August 04, 2023
New Social Security 2100 Act Would Revamp COLA, Expand Payroll TaxSocial Security advocacy groups applaud the bill for, among other measures, its new proposal for calculating COLAs.
August 03, 2023
10 Reasons to Claim Social Security at 70You know some of the arguments for patience. Here are more.
August 02, 2023
New Bill Would Help Social Security Lump-Sum Recipients Avoid Tax HitThe bill would help SSDI recipients avoid a big tax bill when their benefits start.
August 02, 2023
The Big Thing Clients Don't Get About Social Security Spousal BenefitsMany clients (and some advisors) mistakenly believe they have a choice between their own benefit and their spouse's.
July 31, 2023
Would a Higher Social Security Claiming Age Boost the Economy?Projections show that one of the program's trust funds will run out of reserves by 2033, which would result in an immediate 23% benefit cut.