Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security Claiming: The Case of a Couple's Many Choices
By John ManganaroIt's essential for spouses with large differences in age and earnings, for instance, to coordinate their claiming choices carefully.
August 07, 2024
Senators Probe Social Security Administration's AI UseThe Finance Committee is exploring how the agency is ensuring that its systems "are being deployed responsibly."
August 06, 2024
Top 10 Things Investors Get Wrong About Social Security: 2024Misconceptions about retirement benefits are widespread, a new Nationwide survey finds.
August 06, 2024
Real Social Security Talk with NARSSA Co-Founder Martha SheddenOn this episode of the Ask the Retirement Expert podcast, ThinkAdvisor Senior Reporter John Manganaro speaks with Martha Shedden, president and co-founder at the National Association of Registered Social Security Analysts, about the past, present and future of Social Security.
August 05, 2024
Social Security Claiming: The Case of the Pension OffsetIn this case study, the wife must contend with two Social Security rules that hit some retirees with pensions.
August 05, 2024
New Social Security Bill Phases Out Payroll Tax CapHigh earners would get bigger benefits in exchange for paying FICA taxes on all their wages.
August 02, 2024
The Big Social Security Question Facing Stay-at-Home SpousesShould a dependent spouse return to work to get their credits? Here's what to consider.
August 01, 2024
Social Security Gets $509M Budget Boost in New Spending BillBut the proposed increase is "barely enough for SSA to keep up with fixed costs," says advocate Nancy Altman.