Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
7 Inflation-Fighting Strategies for Clients in or Near Retirement
By Roger WohlnerCutting expenses, contributing more to retirement plans and working a bit longer can mean a more comfortable retirement.
June 01, 2022
How to Help Retirees Avoid Tax Traps in Social Security, Capital GainsJoe Elsasser, founder of software maker Covisum, walked through how the interaction of tax rules can create planning opportunities.
May 23, 2022
Action on Social Security 2100 Bill Coming 'Very Soon': Rep. LarsonThe bill would impose the payroll tax on earnings over $400,000 and change how COLAs are calculated.
May 18, 2022
Retirement Pros Take On Inflation, 4% Rule at MorningstarChristine Benz, David Blanchett and Karsten Jeske discussed questions like whether retirees should spend less in a down market.
May 18, 2022
Social Security Official Asks House for More Customer Service FundingThe SSA call center and field office crisis affects Medicare administration as well as retirement income benefits.
May 12, 2022
New Bill Loosens Social Security Earnings RestrictionsThe Senior Citizens Inflation Relief Act increases the income young retirees can earn before their benefits are reduced.
May 11, 2022
Want to Live Happily to 100? Start Planning Now, Study SuggestsEdward Jones and Age Wave studied the stages of retirement and the actions that led to higher quality of life.
May 11, 2022
2023 Social Security COLA Estimated at 8.6%; Inflation Slows Slightly in AprilThe average Social Security recipient has lost 40% in purchasing power since 2000, according to The Senior Citizens League.