Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Here's How Long the CDC Expects Your Clients to Live Now
By Allison BellThe new report shows U.S. adults still face a big decrease in expected years of life.
November 21, 2023
Critics Bash Social Security Windfall Elimination PoliciesIntended to prevent overly generous benefits, two program exceptions affect many multi-career workers' retirements.
November 20, 2023
Kotlikoff: Help Your Clients Avoid Social Security ClawbacksThe SSA's view is "Our mistake is your problem," the former Reagan official warns.
November 09, 2023
New Bill Sets Up 'Fast Track' for Social Security Cuts, Critics SayThe Fiscal Stability Act includes language allowing changes to Social Security to be expedited through Congress.
November 08, 2023
Debate: Will Auto-IRAs Hurt the Retirement Savings Market?Two professors debate the potential impact of a proposal to offer government-sponsored retirement plans.
November 07, 2023
The Real State of the Social Security ProgramIt's natural that Americans harbor concerns about Social Security's finances, but overblown fears could damage the program further.
November 03, 2023
7 Benefit Adjustments That Could Help Save Social SecurityActing soon would allow for tax increases and benefit reductions to be phased in gradually, a report argues.
November 02, 2023
Social Security Chief Nominee Warns of 'Customer Service Crisis'Martin O'Malley, Maryland's former governor, told senators that the "siloed organization" needs a "common operating platform."