Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Avoiding Nasty Surprises in Roth IRA Conversions: A Case Study
By Marcia MantellUnderstanding how MAGI, Medicare and Social Security come together could save this client from a costly mistake.
June 21, 2022
What Retirees, Pre-Retirees Want Most From Advisors: New SurveySocial Security and Medicare are the biggest concerns in the decade before retirement, Allianz Life found.
June 21, 2022
Debate: Should 401(k)s Offer a Social Security 'Bridge' Option?Requiring plan sponsors to facilitate this strategy would benefit workers but would be complicated to implement.
June 15, 2022
Kotlikoff: How Social Security Rules Punish WomenSocial Security rules were designed by men to keep women from divorcing and remarrying, the economist argues.
June 10, 2022
Sanders' Social Security Bill Would Extend Payroll Tax to Capital Gains for High EarnersThe Social Security Expansion Act would apply the payroll tax to all income above $250,000.
June 10, 2022
Social Security COLA Estimate Set at 8.6% for 2023 as Inflation Rises in MayCPI rises to 8.6% over past 12 months, the largest since December 1981. Gasoline up 4.1% from April to May.
June 08, 2022
4 Ideas for Boosting Social Security, Medicare SolvencyOn a webinar led by the Committee for a Responsible Federal Budget, policy analysts shared their thoughts.
June 07, 2022
4 Steps to Figuring Out How Much Money a Client Needs to RetireRunning your clients through these steps can give them an idea of how much they need to save.