Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security COLA Estimate for 2025 Climbs Again to 3.2%
By John ManganaroPrices rose 3.4% from 12 months ago, new CPI data shows.
May 06, 2024
Social Security Retirement Fund Will Run Dry in 2033: Trustees ReportThere are bright spots in the new projections, but the news remains troubling, Social Security experts say.
May 06, 2024
Is the 4% Rule Too Safe?While rules of thumb aren't optimal, I think 5% is a more realistic starting point for typical retirees.
May 01, 2024
U.S. Faces Retirement Crisis, Working Women SaySurvey respondents cited inflation and rising health costs among reasons that retirement is only getting harder.
April 24, 2024
Ultra-Rich Should Pay to Save Social Security: PollMore than half want to trim benefits for high-earners and tax wages beyond the first $168,600 in earnings.
April 24, 2024
Two-Thirds of Peak Boomers Aren't Ready for Retirement: StudyFifty-three percent of respondents nearing agde 65 have assets of $250,000 or less, a study found.
April 19, 2024
Do Fees, Commissions Drive Bad Social Security Guidance? — Advisors' AdviceA new award-winning paper suggesting that advisors give suboptimal claiming advice has planners talking.
April 18, 2024
Can This Annuity Ease Social Security Claiming Pressure?A Nassau Financial executive says the company's latest product supports the decision-making process.