Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
When Should Your Client Claim Social Security? 6 Questions to Ask
By John ManganaroWhile waiting until 70 yields the highest benefit, there are reasons to claim earlier, according to J.P. Morgan Asset Management.
March 16, 2023
Use the 'Elam Ending' to Reduce Retirement UncertaintyYour clients can spend more freely in retirement by taking inspiration from a format used in basketball games.
March 16, 2023
Fixing Social Security Starts With a Visit to TownsvilleAn American Academy of Actuaries simulation shows users how the program's finances work.
March 15, 2023
7 Social Security Claiming Myths That Can Shortchange ClientsHartford Funds' Mike Lynch says it's crucial to consider how timing, income and taxes all affect Social Security benefits.
March 14, 2023
The 5 Elements of a Comprehensive Retirement PlanComprehensive financial and tax planning and monitoring throughout the retirement years can significantly extend the longevity of portfolios.
March 13, 2023
Americans Underestimate Social Security Income by $1,900: StudyAn analysis shows that older adults have accurate expectations about their claiming age but underestimate their annual benefit.
March 10, 2023
Debate: Should Retirement Tax Benefits Be Cut to Support Social Security?Our tax experts discuss whether reducing tax incentives would be a feasible alternative to cutting Social Security benefits.
March 10, 2023
Good Advisors Can't Ignore the Inequities Following Women Into RetirementThe wage gap between men and women follows women into retirement and is worsened by their greater longevity.