Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
New Senate Bill Would Extend Social Security Survivor Benefits to Age 26 for Students
By Ginger SzalaThe bill, sponsored by Sens. Bernie Sanders and Chris Van Hollen, would bring back a benefit eliminated during the Reagan administration.
July 20, 2021
The Real Threat of Inflation in RetirementThe recent CPI jump may actually be a boon for retirees, but the effects of inflation on retirement are broader than a price index can capture.
July 16, 2021
Claiming Social Security: Too Many Think It's 'as Simple as Flipping a Switch'Half of respondents with a financial professional said they didn't discuss Social Security, and two thirds said they'd switch to one who could.
July 15, 2021
Biden's Payroll Tax Hike Plan: Beyond the Donut HoleWhile this plan has received little discussion in Washington lately, forewarned is forearmed for your high-earning clients.
July 15, 2021
5 Ways to Use Social Security's New Statements to Help Your ClientsA new graphic illustrating the effects of claiming at nine different ages makes a handy tool even handier, Jeffrey Levine and others say.
July 13, 2021
Here's What Drove Inflation, Social Security COLA Estimate Higher in JuneCertain products pushed inflation higher this month, and not all observers agree that the increase is transitory.
July 13, 2021
Social Security COLA Estimate for 2022 Raised to 6.1%The latest estimated cost-of-living adjustment reflects a 5.4% increase in the consumer price index for the past 12 months.
July 12, 2021
New Bill Would Change How Social Security COLAs Are CalculatedUnder the Fair COLA for Seniors Act of 2021, the Consumer Price Index for the Elderly would be the basis for annual adjustments.