Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
How to Help Retirees Avoid Tax Traps in Social Security, Capital Gains
By Ginger SzalaJoe Elsasser, founder of software maker Covisum, walked through how the interaction of tax rules can create planning opportunities.
May 18, 2022
Social Security Official Asks House for More Customer Service FundingThe SSA call center and field office crisis affects Medicare administration as well as retirement income benefits.
May 12, 2022
New Bill Loosens Social Security Earnings RestrictionsThe Senior Citizens Inflation Relief Act increases the income young retirees can earn before their benefits are reduced.
May 11, 2022
Want to Live Happily to 100? Start Planning Now, Study SuggestsEdward Jones and Age Wave studied the stages of retirement and the actions that led to higher quality of life.
May 11, 2022
2023 Social Security COLA Estimated at 8.6%; Inflation Slows Slightly in AprilThe average Social Security recipient has lost 40% in purchasing power since 2000, according to The Senior Citizens League.
May 03, 2022
How Social Security Spousal Benefits Really Work: A Case StudyA 66-year-old gets advice from an older sister that's well-intended but incorrect. Here are the facts.
April 21, 2022
8 New Social Security Bills in Congress NowLawmakers are pushing for action on the Social Security 2100 bill, but that's not the only one under consideration.
April 20, 2022
How to Live With Long-Term High InflationAmericans used to get along just fine when higher inflation was the norm. But the world is different now.