Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
13 States Where Social Security Benefits Are Taxed
By Ginger SzalaHow, and whether, Social Security benefits are taxed varies widely by state, according to the Tax Foundation.
May 25, 2021
How Much Has Retirement Cost Since the 1950s?Using Fidelity's "10x income" rule, here's a look at how the cost retirement has changed over nearly 70 years.
May 21, 2021
How Retirees Can Avoid Tax Traps in Social Security, Medicare, Capital GainsWell-meaning retirement income moves can often have surprising tax consequences.
May 21, 2021
Why Delayed Social Security Claiming Is More Valuable Than EverAs your high-earning clients continue to live longer and longer, the benefits of delaying their claim increase.
May 18, 2021
How Differently Retirees, Pre-Retirees See the FutureSince 2002, Gallup polls have found that about 77% of retirees think they have enough money to live comfortably after they stop working vs. roughly 49% of those not yet retired.
May 18, 2021
Today's Top 3 Retirement Decisions: BenzAdvisors should help their clients review these key questions and then decide what answers make most sense, Morningstar's personal finance expert says.
May 13, 2021
Top 11 Fastest-Rising Costs for Older AmericansThe jump in inflation this past month could cause more pain for older clients.
May 13, 2021
Social Security Rolls Out New, Shorter StatementsThe new, shorter statement, tested on some web users, has a personalized graphic to illustrate the effects of delaying benefits.