Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
New Bill Would Raise Social Security Earnings Limit
By Melanie WaddellThe proposed reform would let retirees earn more by working without seeing reductions in their Social Security benefits.
March 20, 2023
More Retirees to Face Taxes on Their Social Security Benefits This YearCurrent income thresholds aren't adjusted for inflation, leading some advocacy groups to call for reform.
March 17, 2023
Social Security COLA Below 3% Looks Likely for 2024A 0% COLA is possible if inflation continues to ease, says Mary Johnson of The Senior Citizens League.
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.