Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Two Social Security Claiming Case Studies, One Conclusion
By John ManganaroWhile it's not true in every situation, the math shows that many people should wait to collect benefits.
June 10, 2024
New Bill Gives More Time to Respond to Social Security Clawback NoticesThe Social Security Overpayment Fairness Act gives beneficiaries 120 days to respond before collection begins.
June 07, 2024
For Young Widows, the Best Social Security Claiming Choice Isn't Always What It SeemsThis client got benefit estimates from the Social Security Administration, but they don't tell the whole story.
June 06, 2024
8 Reasons Retirement Has Gotten Harder for the Affluent: Michael FinkeFinancial planning clients generally live longer than the average American, adding to the financial strain of retirement.
June 04, 2024
A Conversation with Bipartisan Policy Center Chief Economist Jason FichtnerCome 2025, the Social Security system will be in its 90th year of operation, and in many ways, the key federal retirement income insurance program is showing both its age and its continuing importance to the U.S. retirement landscape.
May 31, 2024
Good Options for 'Saving' Social Security Are Disappearing Fast: Alicia MunnellThe choices get harder the longer lawmakers wait, the Center for Retirement Research director warns.
May 28, 2024
Social Security Claiming: The Case of the Widowed Late BoomerCarl's wife died with a substantial earnings history. When should he claim his benefits?
May 23, 2024
How Worrying Is the New Social Security Trustees Report?Congress should act now to shore up the program as the funding shortfall won't self-correct, actuaries say.