Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Biden Moves to Shield Medicare and Social Security From Budget Showdown
By Allison BellThe White House plans to post its own budget March 9.
January 27, 2023
15 States Where Social Security Survivor Benefits Leave Biggest GapWidowed parents with children will find that these payments only cover roughly half the deceased spouse's salary.
January 26, 2023
A Crash Course in Social Security's Funding WoesTax increases and benefit formula adjustments could help, but legislative action is needed, and time is running out.
January 26, 2023
New Bill Would Guarantee Social Security Benefits in Debt Limit StandoffThe bill is a good first step but would be hard to enforce, senior advocate Mary Johnson says.
January 25, 2023
GOP Threatens Social Security, Medicare Cuts in Debt Ceiling FightTheir tactics are politically risky, strategist Greg Valliere says.
January 12, 2023
Debate: Who Benefits From Secure 2.0's Increased RMD Age?Our Tax Facts experts debate whether Americans will fully understand the pros and cons of delaying RMDs.
January 12, 2023
Unmarried Women No Longer Pay a Financial Penalty in RetirementYounger female boomers who aren't married are catching up to their married counterparts, but there's a catch.
January 09, 2023
Why Clients Shouldn't Claim Social Security Early to Protect PortfoliosA new study of real historical return data finds delayed claiming produces greater wealth for most investors.