Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security Trust Funds Hit by Big 2022, 2023 COLAs
By John ManganaroOther factors are effecting Social Security, too, such as lower projected GDP growth and greater longevity among beneficiaries.
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.
March 17, 2023
Social Security COLA Below 3% Looks Likely for 2024A 0% COLA is possible if inflation continues to ease, says Mary Johnson of The Senior Citizens League.