Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
9 Ways to Help Clients Reduce Taxes on Social Security
By Roger WohlnerThere are a number of ways you and your clients can lower or eliminate taxes on these benefits.
April 02, 2023
Social Security Trust Funds Hit by Big 2022, 2023 COLAsOther factors are effecting Social Security, too, such as lower projected GDP growth and greater longevity among beneficiaries.
March 31, 2023
Hopes for Bipartisan Social Security Fix Dimmed by Biden-GOP TensionsThe breakdown comes despite signs that Social Security benefits are at real risk if current policies aren't changed.
March 31, 2023
Social Security Retirement Fund on Track to Go Bust in 2033: Trustees ReportAllowing the programs to become insolvent could lead to reductions in benefits, The Senior Citizens League says.
March 31, 2023
3 Big Shifts That Transformed Social Security Benefits for WomenWomen in their 60s and 70s today had to overcome many obstacles to earn adequate Social Security benefits.
March 28, 2023
Think You Can Fix the Social Security Trust Funds' Woes? Play This Game.A new interactive tool lets advisors, their clients and other individuals compare solutions to Social Security's solvency issues.
March 28, 2023
New Bill Would Raise Social Security Earnings LimitThe proposed reform would let retirees earn more by working without seeing reductions in their Social Security benefits.
March 23, 2023
The Evolving Risk Framework All Retirement Advisors Need to KnowUnderstanding each client's perception of risk can help financial advisors become better financial planners.