Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
A Hard Look at Raising the Retirement Age
By Ginger SzalaThis change could bolster the Social Security system, but Marcia Mantell and other retirement experts caution that the reality is complicated.
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.
February 23, 2022
Social Security Identity Theft Bill ReintroducedUsing the internet or phone to interact with SSA is where identity theft occurs, an advocate says.