Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Jason Fichtner Among New Members Named to FINRA Foundation Board
By John ManganaroThe nonprofit FINRA Investor Education Foundation is welcoming three industry veterans, including the former Social Security official.
February 08, 2024
Here's What's Wrong With Ending 401(k) Tax Breaks to Fund Social Security: ICI EconomistOne can portray the U.S. retirement system as unfair, but the real picture is nuanced, Peter Brady says.
February 06, 2024
When Clients Are Laid Off, How to Ease the Sting: Advisors' AdviceAdvisors helping clients through low moments can set themselves up to retain business when good times return.
February 05, 2024
What If We Ended 401(k) Tax Breaks to Save Social Security?Prominent researchers differ on whether this would be double taxation or a smart use of revenue.
February 01, 2024
Why Social Security Expert Mary Johnson Works With a Financial AdvisorEven those with a wealth of financial knowledge can benefit from a trusted sounding board and outside expertise.
January 31, 2024
Repeal Income Tax on Social Security? What Retirement Experts Think of New BillIs the You Earned It, You Keep It Act realistic? Marcia Mantell, Michael Finke and others weigh in.
January 30, 2024
6 Things to Know About the Bill to Repeal Tax on Social SecurityAnalysis shows that the You Earned It, You Keep It Act could actually reduce the federal debt.
January 30, 2024
Case Study: When Should This Divorced Widow Claim Social Security?There is nothing simple about Social Security claiming. In this scenario, our experts run the numbers.