Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Do Social Security COLAs Really Keep Up With Inflation?
By Ilana PolyakHow the Social Security Administration calculates COLAs has become a topic of debate.
June 24, 2021
Lawmakers Revive Annual Social Security Statement BillThe bill clarifies the requirement for SSA to mail an annual Social Security statement to all workers 25 and older.
June 24, 2021
The 2021 Retirement and Annuity Interactive AtlasHere are 10 online resources that can help you map out the future of income planning.
June 18, 2021
Voters of Both Parties Clamoring for Retirement Security: SurveyA majority of American voters across the political spectrum agree retirement security is a problem, the Economic Innovation Group has found.
June 18, 2021
What's Behind the Soaring Social Security COLA Estimates for 2022?The pandemic had some "oddball" effects on the price index on which Social Security COLAs are based, analyst Mary Johnson says.
June 17, 2021
Envestnet | Yodlee Launches Enhanced Developer Portal: Tech RoundupAlso, Riskalyze and RightCapital deepen their integration.
June 10, 2021
6 Ways to Help Clients Avoid Medicare's IRMAA Surcharges in RetirementWith appropriate income withdrawal strategies, your clients can lessen their exposure to these charges.
June 10, 2021
Social Security COLA Estimate for 2022 Raised to 5.3%It would be the largest increase since 2009, according to the Senior Citizens League, which produces the estimates.