Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Just 11% of Near-Retirees Plan to Delay Social Security Benefits Until 70
By Michael S. FischerIn a survey, they cited a number of reasons for wanting to claim earlier.
September 06, 2022
Social Security Lays Out Plan to Deal With Long LinesHours-long lines have led to people waiting overnight and others fainting in the heat at some offices.
September 01, 2022
COVID-19 Could Cut Future U.S. Death Rate: ResearchersBut the team, which includes Alicia Munnell, says any effect on the Social Security trust fund is likely to be small.
September 01, 2022
Should This Client Claim Social Security Before 70?Some advisors do the math and say it's better to wait. But there's more to consider than math.
September 01, 2022
Republicans Need to Get Serious About Social SecurityThe taboo against questioning the program has discouraged serious thought about how to reform it.
August 29, 2022
New Bill Would Repeal Federal Taxes on Social Security BenefitsThe tax cut would be paid for by extending the payroll tax to wages over $250,000.
August 26, 2022
COVID-19 Didn't Change Older Americans' Retirement Expectations: StudyDespite the pandemic's financial impact, most respondents didn't delay their anticipated retirement or Social Security claiming age.
August 25, 2022
War, Inflation and Retirement: How Could Current Events Shape Long-Term Plans?Advisors can be invaluable to retirees and near-retirees by guiding them through the current economic uncertainty.