Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Retirement Policy: What to Expect in 2024 and Beyond
By John ManganaroInvesco's government affairs chief expects continued work behind the scenes even as the election takes the spotlight.
January 18, 2024
Nassau Aims Annuity at Social Security Planning MarketOther life and annuity strategists, including Penn Mutual and Equitable, are placing bets on optimism and pessimism.
January 17, 2024
Bill to 'Fast Track' Social Security Cuts Is Up for Debate This WeekCritics blast the Fiscal Commission Act as an attempt to "slash Social Security and Medicare behind closed doors."
January 16, 2024
How to Talk to Clients Under 55 About Social SecurityEmpowering these clients to run their own scenarios can help ease their fears around the program's future.
January 11, 2024
Why Social Security 'Bridge Accounts' Make Sense: BlanchettHaving a "sleeve" of assets earmarked for early retirement would help workers delay claiming benefits, the researcher suggests.
January 08, 2024
Spending Deal Would Keep Social Security Budget FlatTax legislation is also in the works and could be attached to a spending bill.
January 08, 2024
Social Security Gets 2024 Wage Base BoostMore than $8,000 in additional wages are subject to the Social Security tax in 2024.
December 27, 2023
When the Social Security Administration OverpaysThe agency could try to claw cash back from your clients.