Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
7 New Social Security Bills in Congress Now
By Melanie WaddellOne bill aims to guarantee benefits during a debt limit standoff, for instance; another would raise benefits by over $2,000 a year.
March 31, 2023
Social Security Retirement Fund on Track to Go Bust in 2033: Trustees ReportAllowing the programs to become insolvent could lead to reductions in benefits, The Senior Citizens League says.
March 31, 2023
3 Big Shifts That Transformed Social Security Benefits for WomenWomen in their 60s and 70s today had to overcome many obstacles to earn adequate Social Security benefits.
March 28, 2023
Think You Can Fix the Social Security Trust Funds' Woes? Play This Game.A new interactive tool lets advisors, their clients and other individuals compare solutions to Social Security's solvency issues.
March 28, 2023
New Bill Would Raise Social Security Earnings LimitThe proposed reform would let retirees earn more by working without seeing reductions in their Social Security benefits.
March 23, 2023
The Evolving Risk Framework All Retirement Advisors Need to KnowUnderstanding each client's perception of risk can help financial advisors become better financial planners.
March 22, 2023
When Should Your Client Claim Social Security? 6 Questions to AskWhile waiting until 70 yields the highest benefit, there are reasons to claim earlier, according to J.P. Morgan Asset Management.
March 20, 2023
More Retirees to Face Taxes on Their Social Security Benefits This YearCurrent income thresholds aren't adjusted for inflation, leading some advocacy groups to call for reform.