Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
8 Retirement Planning Points for Couples With a Large Age Gap
By Roger WohlnerA sound plan should ensure that the couple's combined retirement assets cover an extended combined life expectancy.
July 20, 2022
Munnell Doubts the Typical U.S. Retirement Age Will Keep RisingThe researcher says the winds that were pushing the average higher have faded.
July 19, 2022
'Will RMDs Drain My Account?': Morningstar's Benz Answers a Common Retirement QuestionThe personal finance columnist discusses how to reduce RMDs and offers some tax-friendly ideas for reinvestment.
July 13, 2022
6 Investing Ideas to Hedge Against InflationChristine Benz and David Blanchett talk through the upsides and downsides of some popular inflation-fighting options.
July 13, 2022
Social Security COLA Estimate Rises to 10.5% for 2023 as Inflation Accelerates in JuneAs the June BLS report shows 9.1% inflation from a year ago, a senior advocate warns rising Social Security benefits carry hidden costs.
July 12, 2022
Married Women Lost Most of Their Retirement Income Edge: StudyMeanwhile, never-married women's expected earnings replacement rate has increased, Alicia Munnell and colleagues say.
July 08, 2022
Estate Planning for LGBTQ+ Couples: What to Discuss With ClientsHere are the key considerations LGBTQ+ couples should discuss, whether they are legally married or not.
July 08, 2022
Social Security Woes Could Cost a Millennial More Than $500,000: HealthView ServicesMillennials who haven't factored Social Security problems into retirement planning may need to cut post-retirement spending.