Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Wade Pfau: TIPS and Annuities Good Bets When Inflation Is High
By Ginger SzalaChanging the Social Security COLA index to CPI-E from CPI-W, the professor says, is "not a pressing need."
March 29, 2022
When Should Your Client Claim Social Security? 7 Questions to AskWaiting longer means a bigger benefit, but this isn't the optimal answer for every client.
March 25, 2022
Alicia Munnell: Changing Social Security COLA Index 'Not Worth the Effort'"We have bigger fish to fry," like the depletion of the Social Security Trust Fund reserves, the retirement expert says.
March 25, 2022
What to Do About the 'Emotional' Side of Social Security Claiming: Ken Van LeeuwenThe advisor highlights ways to assist retiree and pre-retiree clients given current issues like high inflation and other concerns.
March 24, 2022
Why Social Security Claiming Really Counts for Wealthy ClientsStrategic claiming can produce $100,000 for income or legacy goals — easily earning advisors "investment alpha."
March 23, 2022
5 Ways to Lower RMDs, Help Clients Reduce Medicare SurchargesStrategies to trim required minimum distributions can lessen the impact of income-related monthly adjustment amounts, or IRMAAs.
March 21, 2022
Don't 'Torpedo' Medicare, Social Security in Retirement Plans: William MeyerRetiree Inc.'s CEO says good intentions can go wrong, such as when a Roth conversion raised a client's Medicare premium, an outcome that "will likely" get the advisor "fire[d]."
March 17, 2022
Underestimating Inflation Is a Big Retirement MistakeAdvisors should test their clients' financial plans against prolonged periods of 5% to 6% inflation.