Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
10 Can't-Miss Retirement Planning Podcast Episodes
By John ManganaroTraveling for the holidays? These illuminating listens will make the time fly.
December 04, 2022
Immediate Annuity Shoppers Look for 13% More Income: CannexThe increase in the private retirement income target is much larger than the 2023 Social Security COLA.
November 29, 2022
Social Security Claiming Baffles Even Sophisticated Clients. Here's What Advisors Can Do.The near-record COLA is sparking discussion among advisors and clients, says Mike Lynch of Hartford Funds.
November 28, 2022
Regret Is a Powerful Savings, Planning Motivator: New StudyShowing people how long they're expected to live could help them reduce financial mistakes and future regrets, researchers concluded.
November 21, 2022
How Reforming Social Security, Medicare Can Be DoneThe GOP wants to mitigate rising costs by, among other things, raising the eligibility age for Medicare to 67 for those born after 1960.
November 21, 2022
Waiting to Claim Social Security Can Boost Income by 10.4%: StudyNew analysis finds "virtually all" workers ages 45 to 62 could benefit from waiting to collect the benefit.
November 18, 2022
Why Late 2022 Is a Great Time for Roth IRA ConversionsRoth conversions are a great opportunity, given current market dynamics and the threat of future taxes hikes.
November 17, 2022
Debate: Can Sen. Manchin Save Broken Social Security, Medicare Systems?Two professors share their viewpoints on whether the senator's support of GOP strategies would be a step in the right direction.