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 High-Earning Husband
By John ManganaroIn this case study, one spouse earns much more than the other. When should they file for benefits?
February 05, 2024
What If We Ended 401(k) Tax Breaks to Save Social Security?Prominent researchers differ on whether this would be double taxation or a smart use of revenue.
February 01, 2024
Why Social Security Expert Mary Johnson Works With a Financial AdvisorEven those with a wealth of financial knowledge can benefit from a trusted sounding board and outside expertise.
January 31, 2024
Repeal Income Tax on Social Security? What Retirement Experts Think of New BillIs the You Earned It, You Keep It Act realistic? Marcia Mantell, Michael Finke and others weigh in.
January 30, 2024
6 Things to Know About the Bill to Repeal Tax on Social SecurityAnalysis shows that the You Earned It, You Keep It Act could actually reduce the federal debt.
January 30, 2024
Case Study: When Should This Divorced Widow Claim Social Security?There is nothing simple about Social Security claiming. In this scenario, our experts run the numbers.
January 29, 2024
New Bill Repeals Social Security Tax, Raises Cap on WealthyIt would "be fully paid for by raising the cap for individuals earning more than $250,000 annually," said Rep. Yadira Caraveo.
January 22, 2024
Medicare's IRMAA: Avoiding Post-Retirement Sticker ShockFor some retiring clients, avoiding the surcharge could be as simple as filling out a form.