Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Inside the Social Security COLA Calculations
By Gene Bond and Lloyd LoftonHere's a primer on the inflation-adjustment machinery.
October 03, 2022
What's Up With the Social Security 'Donut Hole'?Proposals to extend the payroll tax to higher earners would increase these workers' taxes but not their retirement benefits.
October 03, 2022
Debate: Should New Parents Be Allowed to Tap Social Security?The plan would expand paid parental leave but could lead to a "retirement income crisis" down the road.
September 30, 2022
About That 5-Year Gender Longevity Gap …The gender life expectancy gap may be five years at birth, but it's a different story at 65.
September 27, 2022
Why Social Security, Medicare Are Critical Even for Wealthy Clients: AdvisorsAs a speech by President Biden puts a spotlight on these topics, advisors can expect questions from clients.
September 27, 2022
6 Trends That Upend Past Thinking About Retirement PlanningJamie Hopkins and others discuss what happens as pensions decline, health costs rise and the 4% rule is still dead.
September 20, 2022
House Panel Advances Bill Repealing 2 Unpopular Social Security RulesThe Social Security Fairness Act would eliminate rules that can reduce benefits for public workers.
September 16, 2022
New Study Finds Broad Bipartisan Support for Social Security Fixes"The degree of bipartisanship is really striking," the University of Maryland's Steven Kull said.