Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
What to Do When Your Married Clients Can't Agree on Retirement Planning
By Ben MattlinHere's how to advise couples who don't agree about money matters like retirement timing, Social Security claiming and risk tolerance.
December 13, 2021
10 Social Security Tax Facts to KnowThe experts at Tax Facts answer questions on timing of withdrawals, maximization of benefits and, of course, taxation.
December 09, 2021
10 States With the Fewest Social Security Recipients (Per Capita)Here's the latest look at states with the lowest percentages of their populations drawing old-age, survivors and disability insurance benefits.
December 09, 2021
10 States With the Most Social Security Recipients (Per Capita)Here's the latest look at states with the highest percentages of their populations drawing old-age, survivors and disability insurance benefits.
December 07, 2021
Time to Vote on Social Security 2100 Bill: Rep. LarsonTuesday's hearing should be followed by a markup of the bill, the legislator said, but he didn't specify a date.
December 02, 2021
10 Social Security Bills Introduced in 2021Lawmakers have proposed a wide array of changes, from expanding payroll taxes to increasing benefits.
November 30, 2021
Social Security 2100 Bill Hearing Set for Dec. 7The bill sets the CPI-E as the basis for COLAs and expands the payroll tax.
November 29, 2021
Medicare's Hospital Trust Fund Could Run Dry in 2026: Maryellen CogginsAn advisor who helps U.S. policymakers do the math says there are plenty of issues to track.