Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Boomers Who Left Jobs During Pandemic Aren't Claiming Social Security: Study
By Michael S. FischerSome older workers may intend to return to work as the pandemic recedes, CRR researchers speculated.
December 23, 2021
Kotlikoff: Conventional Investment Advice Is 'Bait and Switch'The economist says selling products while giving advice is a huge conflict; he also views the Fed's concerns about inflation as "cheap talk."
December 20, 2021
There's 'Never Been a Worse Time to Retire': Ron Surz"The target-date industry is failing people," says the industry veteran, who offers specifics on how advisors can help clients.
December 16, 2021
10 Merriest Retirement Facts: 2021We asked Michael Finke, Marcia Mantell and Mary Johnson their thoughts on this year's good news for retirees.
December 15, 2021
What to Do When Your Married Clients Can't Agree on Retirement PlanningHere's how to advise couples who don't agree about money matters like retirement timing, Social Security claiming and risk tolerance.
December 14, 2021
Biden Moves to Improve Social Security ClaimingHis executive order also requires the IRS to return calls to taxpayers and Medicare to set up a portal so recipients can find more ways to save money.
December 13, 2021
The U.S. 'Retirement Crisis' Is a Media MythWe are inundated with bad news regarding retirement. But the data tells a different story.
December 13, 2021
10 Social Security Tax Facts to KnowThe experts at Tax Facts answer questions on timing of withdrawals, maximization of benefits and, of course, taxation.