Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
How 4 Generations Think Differently About Retirement
By Ed McCarthyBoomers, Gen X, millennials and Gen Z share many of the same dreams for retirement, but they're haunted by different fears.
October 20, 2022
A Social Security Bridge Strategy Advisors OverlookOne expert says advisors and their clients may want to consider reverse mortgages as part of a bridge strategy.
October 19, 2022
12 Estate and Retirement Planning Questions for Blended FamiliesRemarriage raises important questions on Social Security and other retirement accounts, estate and gift taxes, and trusts.
October 18, 2022
Why This Scholar Is Challenging Long-Held Assumptions About RetirementSita Nataraj Slavov's headline-grabbing assertion that young people should not prioritize saving for retirement is just the beginning.
October 18, 2022
12 Metros Where the Social Security COLA Will Help the MostThe Social Security inflation adjustment is the same across the U.S. Actual local inflation rates are different.
October 13, 2022
Biggest Social Security COLA in Decades Could Push Retirees Over a Tax CliffClients may want to adjust their withdrawal strategy to minimize taxes, Edelman Financial Engines exec Christopher Jones tells ThinkAdvisor.
October 13, 2022
Enjoy the Social Security Bump Now. You'll Pay Later.In 2035, taxes taken in will cover only about 80% of the benefits paid out each month.
October 13, 2022
Social Security COLA for 2023 Set at 8.7%The Social Security benefit increase for 2023 will be the biggest since 1981.