Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Inflation Is Burning Through Social Security COLA for 2022: Survey
By Ginger SzalaNearly three-quarters of older adults surveyed said their monthly costs had gone up at least $96 per month.
March 11, 2022
New Findings on What Current, Future Retirees Want From AdvisorsAn IRI survey teased out what advisors should know about these investors' worries and preferences.
March 10, 2022
2023 Social Security COLA Estimated at 7.6% as CPI Keeps RisingMary Johnson of The Senior Citizens League sees inflation continuing and those on fixed budgets hurting.
March 10, 2022
10 New Retirement Planning Charts to Share With ClientsJ.P. Morgan Asset Management's Guide to Retirement provides some conversation starters for advisors.
March 09, 2022
New Mexico Eliminates Social Security Taxes for Many SeniorsThe governor has signed a bill eliminating state taxes on benefits for those under certain income thresholds.
March 03, 2022
Female Investors Become More Proactive in Financial PlanningCOVID-19 has significantly influenced how women viewed their finances, a Nationwide Retirement Institute study found.
March 01, 2022
Social Security Benefits Are Taxed? Ouch!New retirees often find themselves in a higher tax bracket than they expected.
February 24, 2022
How to Claim Social Security, Pay Taxes When Retiring OverseasRussia's invasion of Ukraine need not foil your client's plan to retire abroad, Kathleen Peddicord tells ThinkAdvisor.