Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
What's Up With the Social Security 'Donut Hole'?
By John ManganaroProposals to extend the payroll tax to higher earners would increase these workers' taxes but not their retirement benefits.
September 27, 2022
Why Social Security, Medicare Are Critical Even for Wealthy Clients: AdvisorsAs a speech by President Biden puts a spotlight on these topics, advisors can expect questions from clients.
September 27, 2022
6 Trends That Upend Past Thinking About Retirement PlanningJamie Hopkins and others discuss what happens as pensions decline, health costs rise and the 4% rule is still dead.
September 20, 2022
House Panel Advances Bill Repealing 2 Unpopular Social Security RulesThe Social Security Fairness Act would eliminate rules that can reduce benefits for public workers.
September 16, 2022
New Study Finds Broad Bipartisan Support for Social Security Fixes"The degree of bipartisanship is really striking," the University of Maryland's Steven Kull said.
September 13, 2022
Just 11% of Near-Retirees Plan to Delay Social Security Benefits Until 70In a survey, they cited a number of reasons for wanting to claim earlier.
September 13, 2022
Social Security COLA for 2023 Estimated at 8.7%It would be the biggest increase ever received by most beneficiaries alive today, senior advocate Mary Johnson says.
September 08, 2022
Should Social Security Be Used to Fund Parental Leave?The New Parents Act is drawing opposition from libertarians and Social Security advocates alike.