Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Use the 'Elam Ending' to Reduce Retirement Uncertainty
By David BlanchettYour clients can spend more freely in retirement by taking inspiration from a format used in basketball games.
March 14, 2023
The 5 Elements of a Comprehensive Retirement PlanComprehensive financial and tax planning and monitoring throughout the retirement years can significantly extend the longevity of portfolios.
March 13, 2023
Americans Underestimate Social Security Income by $1,900: StudyAn analysis shows that older adults have accurate expectations about their claiming age but underestimate their annual benefit.
March 10, 2023
Debate: Should Retirement Tax Benefits Be Cut to Support Social Security?Our tax experts discuss whether reducing tax incentives would be a feasible alternative to cutting Social Security benefits.
March 10, 2023
Good Advisors Can't Ignore the Inequities Following Women Into RetirementThe wage gap between men and women follows women into retirement and is worsened by their greater longevity.
March 09, 2023
Biden Unveils $6.9T Budget, Sets Up Showdown With GOPThe proposal asks lawmakers to bolster the social safety net through a flurry of new taxes on the wealthy and corporations.
March 09, 2023
Nikki Haley Calls for Raising Retirement AgeHaley also suggested in a speech that benefits for wealthy retirees should be limited.
March 07, 2023
New Bill Would Change Social Security Claiming Age TerminologyAlso, future Social Security beneficiaries would receive more statements in the mail.