Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Wade Pfau: Pros and Cons of the Social Security 2100 Bill
By Ginger SzalaFor one thing, the bill would lessen the harm of the Social Security tax torpedo, but it doesn't go far enough, he tells ThinkAdvisor.
October 26, 2021
House Introduces Social Security 2100 Bill to Expand Payroll TaxThe bill adopts CPI-E as the basis of the annual COLA and applies the payroll tax to wages above $400,000.
October 26, 2021
13 Scariest Retirement Statistics: 2021These scary facts could make pre- and post-retirees tremble.
October 26, 2021
Why Social Security Claiming Comes First in Retirement PlanningSocial Security advice is highly sought after, and it affects planning elements like RMDs and sequence of withdrawals.
October 20, 2021
House Debut of Sweeping Social Security 2100 Bill Is DelayedRep. John Larson was to introduce the legislation Wednesday morning with other lawmakers.
October 19, 2021
Two-Thirds of Americans Don't Use Financial Advisors: SurveyPeople investing in real estate, equities or insurance often lack access to sound financial advice, an educators' group says.
October 19, 2021
Kotlikoff: Inflation Is a Stealth Social Security CutNot only do COLAs have little muscle but retirees find more of their benefits subject to tax, the economist tells ThinkAdvisor.
October 18, 2021
Bill to Change Social Security COLA, Expand Payroll Tax ComingThe bill would tie Social Security COLAs to the CPI for the Elderly, increase benefits and merge the old-age and disability funds.