Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Death of Roe v. Wade Is Causing Financial Pain, a Doctor and Advisor Says
By Jane Wollman RusoffWomen denied abortions often have reduced earning potential for life, former ER physician Carolyn McClanahan tells ThinkAdvisor.
July 19, 2022
'Will RMDs Drain My Account?': Morningstar's Benz Answers a Common Retirement QuestionThe personal finance columnist discusses how to reduce RMDs and offers some tax-friendly ideas for reinvestment.
July 13, 2022
6 Investing Ideas to Hedge Against InflationChristine Benz and David Blanchett talk through the upsides and downsides of some popular inflation-fighting options.
July 13, 2022
Social Security COLA Estimate Rises to 10.5% for 2023 as Inflation Accelerates in JuneAs the June BLS report shows 9.1% inflation from a year ago, a senior advocate warns rising Social Security benefits carry hidden costs.
July 12, 2022
Married Women Lost Most of Their Retirement Income Edge: StudyMeanwhile, never-married women's expected earnings replacement rate has increased, Alicia Munnell and colleagues say.
July 08, 2022
Estate Planning for LGBTQ+ Couples: What to Discuss With ClientsHere are the key considerations LGBTQ+ couples should discuss, whether they are legally married or not.
July 08, 2022
Social Security Woes Could Cost a Millennial More Than $500,000: HealthView ServicesMillennials who haven't factored Social Security problems into retirement planning may need to cut post-retirement spending.
June 30, 2022
Avoiding Nasty Surprises in Roth IRA Conversions: A Case StudyUnderstanding how MAGI, Medicare and Social Security come together could save this client from a costly mistake.