Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security COLA Set at 5.9% for 2022
By Ginger SzalaIt will be the largest cost-of living adjustment in 40 years.
September 28, 2021
Wade Pfau: How to Pick the Best Retirement Income Strategy for Each ClientThe best ways to generate income vary by individual and may not align with the advisor's preferences, Pfau tells ThinkAdvisor.
September 24, 2021
Debt Ceiling Standoff Puts Social Security Payments, Investments at RiskFailure to raise the debt ceiling could lead to a "cataclysmic" economic scenario, Mark Zandi says.
September 22, 2021
6 Planning Points to Help Clients Live Long and Prosper: MorningstarStanford Center on Longevity's Laura Carstensen explains why people are living longer and how it affects future planning.
September 20, 2021
Surprise! CARES Act Charity Tax Break for 2021 Is Not Above the Line After AllMany advisors and tax planners missed this change when the CARES Act provision was extended, CPA Jeffrey Levine says.
September 16, 2021
12 Best Countries for Retirement Security: 2021The U.S. fell one spot from 2020 in Natixis' annual ranking.
September 14, 2021
Social Security COLA for 2022 Estimated Near 6%The August CPI indicates a leveling of inflation; the COLA is still expected to be one of the biggest since 1983.
September 08, 2021
Jeffrey Levine Taps His Followers for Social Security FixesDozens responded to the simple question, many with thoughtful answers. Whether they would work politically remains to be seen.