Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
New Findings on What Current, Future Retirees Want From Advisors
By Jeff BermanAn IRI survey teased out what advisors should know about these investors' worries and preferences.
March 09, 2022
New Mexico Eliminates Social Security Taxes for Many SeniorsThe governor has signed a bill eliminating state taxes on benefits for those under certain income thresholds.
March 03, 2022
Female Investors Become More Proactive in Financial PlanningCOVID-19 has significantly influenced how women viewed their finances, a Nationwide Retirement Institute study found.
March 01, 2022
Social Security Benefits Are Taxed? Ouch!New retirees often find themselves in a higher tax bracket than they expected.
February 24, 2022
How to Claim Social Security, Pay Taxes When Retiring OverseasRussia's invasion of Ukraine need not foil your client's plan to retire abroad, Kathleen Peddicord tells ThinkAdvisor.
February 23, 2022
Social Security Identity Theft Bill ReintroducedUsing the internet or phone to interact with SSA is where identity theft occurs, an advocate says.
February 23, 2022
12 States That Tax Social Security Benefits: 2022One state dropped the tax in 2021, and others are cutting back or phasing it out.
February 18, 2022
Bill to Cut Social Security Taxes Heads to Governor's Desk in New MexicoThe bill eliminates taxes on Social Security benefits for lower- and middle-income residents.