Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
7 Money-Raisers That Could Help Save Social Security (If We Act Now)
By John ManganaroActing sooner means more options and less pain, according to the American Academy of Actuaries.
October 17, 2023
How Happy Are Americans With Social Security's Claiming Process?Recent retirees were asked to rate their satisfaction with the process on a scale of 1 to 10.
October 16, 2023
New Platform Promises 'Near-Perfect' Social Security PlanningThe RSSA Roadmap will be a powerful tool in the hands of financial planners, Martha Shedden says.
October 13, 2023
Social Security's 2024 COLA, While Modest, Could Still Trigger Higher TaxesThough the COLA is lower than last year's, it could still push seniors over key thresholds.
October 12, 2023
Social Security COLA for 2024 Set at 3.2%Even with a modest COLA for 2024, it will likely be hard for retirees to keep up with inflation.
October 06, 2023
More Than Cash: Social Security Buffers Longevity RiskReframing claiming decisions accordingly can help individuals facing greater uncertainty over their lifespans make better choices.
October 02, 2023
When Clients Claim Social Security Early, Take These Steps to Avoid SurprisesClients who claim before 65 can miss taking specific actions with Medicare and HSAs, leading to tax consequences.
September 28, 2023
What a Shutdown Means for Social Security, MedicareWhile Social Security, Medicare and Medicaid recipients shouldn't panic, the economy could take a hit, policy analysts say.