Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security COLA for 2023 Estimated at 8.7%
By Dinah Wisenberg BrinIt would be the biggest increase ever received by most beneficiaries alive today, senior advocate Mary Johnson says.
September 01, 2022
COVID-19 Could Cut Future U.S. Death Rate: ResearchersBut the team, which includes Alicia Munnell, says any effect on the Social Security trust fund is likely to be small.
September 01, 2022
Should This Client Claim Social Security Before 70?Some advisors do the math and say it's better to wait. But there's more to consider than math.
September 01, 2022
Republicans Need to Get Serious About Social SecurityThe taboo against questioning the program has discouraged serious thought about how to reform it.
August 29, 2022
New Bill Would Repeal Federal Taxes on Social Security BenefitsThe tax cut would be paid for by extending the payroll tax to wages over $250,000.
August 26, 2022
COVID-19 Didn't Change Older Americans' Retirement Expectations: StudyDespite the pandemic's financial impact, most respondents didn't delay their anticipated retirement or Social Security claiming age.
August 25, 2022
War, Inflation and Retirement: How Could Current Events Shape Long-Term Plans?Advisors can be invaluable to retirees and near-retirees by guiding them through the current economic uncertainty.
August 24, 2022
5 States Where Older Adults' Life Expectancy Dropped the Most in 2020In the country as a whole, the average amount of time left after age 65 fell 1.1 years.