Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security Whiz Marcia Mantell Cheers Provisions for Widows, Caregivers in New Bill
By Ginger SzalaRep. John Larson's new bill has added new, important measures that are much needed, says the retirement expert.
October 27, 2021
16 Big Social Security Changes in the New 'Sacred Trust' BillThe sweeping bill, Social Security 2100: A Sacred Trust, makes several major changes beyond expanding the payroll tax.
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.