Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
What Retirees, Pre-Retirees Want Most From Advisors: New Survey
By Michael S. FischerSocial Security and Medicare are the biggest concerns in the decade before retirement, Allianz Life found.
June 10, 2022
Sanders' Social Security Bill Would Extend Payroll Tax to Capital Gains for High EarnersThe Social Security Expansion Act would apply the payroll tax to all income above $250,000.
June 10, 2022
Social Security COLA Estimate Set at 8.6% for 2023 as Inflation Rises in MayCPI rises to 8.6% over past 12 months, the largest since December 1981. Gasoline up 4.1% from April to May.
June 08, 2022
4 Ideas for Boosting Social Security, Medicare SolvencyOn a webinar led by the Committee for a Responsible Federal Budget, policy analysts shared their thoughts.
June 07, 2022
4 Steps to Figuring Out How Much Money a Client Needs to RetireRunning your clients through these steps can give them an idea of how much they need to save.
June 06, 2022
7 Inflation-Fighting Strategies for Clients in or Near RetirementCutting expenses, contributing more to retirement plans and working a bit longer can mean a more comfortable retirement.
June 03, 2022
Why Social Security Looks 'Relatively Good' — for NowChief Actuary Steve Goss dug into the numbers, including inflation's impact on next year's COLA.
June 02, 2022
Social Security Retirement Fund on Track to Go Bust in 2034: Trustees ReportThat's one year later than the trustees' 2021 estimate.