Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
When Should Your Client Claim Social Security? 7 Questions to Ask
By Roger WohlnerWaiting longer means a bigger benefit, but this isn't the optimal answer for every client.
March 24, 2022
Why Social Security Claiming Really Counts for Wealthy ClientsStrategic claiming can produce $100,000 for income or legacy goals — easily earning advisors "investment alpha."
March 23, 2022
5 Ways to Lower RMDs, Help Clients Reduce Medicare SurchargesStrategies to trim required minimum distributions can lessen the impact of income-related monthly adjustment amounts, or IRMAAs.
March 21, 2022
Don't 'Torpedo' Medicare, Social Security in Retirement Plans: William MeyerRetiree Inc.'s CEO says good intentions can go wrong, such as when a Roth conversion raised a client's Medicare premium, an outcome that "will likely" get the advisor "fire[d]."
March 17, 2022
Underestimating Inflation Is a Big Retirement MistakeAdvisors should test their clients' financial plans against prolonged periods of 5% to 6% inflation.
March 15, 2022
Inflation Is Burning Through Social Security COLA for 2022: SurveyNearly three-quarters of older adults surveyed said their monthly costs had gone up at least $96 per month.
March 15, 2022
A Hard Look at Raising the Retirement AgeThis change could bolster the Social Security system, but Marcia Mantell and other retirement experts caution that the reality is complicated.
March 14, 2022
10 Top Retirement Bills Introduced in 2022They affect retirement benefits for part-timers and COVID-19 emergency service workers and would tweak Social Security.