Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Your Client Got a Social Security Clawback Notice. What Should They Do?
By Melanie WaddellPeople who get overpayment notices have options, Social Security advocate Maria Freese says.
March 26, 2024
Marcia Mantell Takes to NPR to Fight Social Security ConfusionRecord numbers of people are turning 65 each day, and there's a lot they need to know, she says.
March 25, 2024
BofA Launches Retirement Income PortfoliosThe offering aims to provide a reliable money stream, even during inflation and market swings.
March 21, 2024
New Social Security Chief Promises Overpayment Clawback FixMartin O'Malley told senators changes will be in place Monday.
March 21, 2024
Republicans Call for Raising Retirement AgeThe Republican Study Committee's 2025 budget also suggests reducing benefits for top earners who aren't near retirement.
March 20, 2024
HSA Planning After 55: What Your Clients Might Not KnowWhile most employees are familiar with the account's tax benefits, issues specific to older workers are often ignored.
March 19, 2024
When Delayed Social Security Claiming Doesn't Go as PlannedWhat happens when a couple decides to delay one benefit until 70 and a spouse dies early?
March 19, 2024
How to Help Women Claim Social Security in 4 Different SituationsHow advisors explain clients' benefit claiming options can make or break financial success in their 80s and beyond.