Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
2 Social Security Trends to Watch Post-COVID
By Danielle AndrusThe Great Recession spurred more early claiming. Will the pandemic panic do the same?
June 01, 2021
Guaranteed Income Belongs on the Retiree Balance SheetTo show a client's full net worth, advisors must include Social Security and other guaranteed income in their total assets.
June 01, 2021
Beware the Social Security Tax Torpedo: Wade PfauStarting early with an aggressive Roth IRA strategy can help even wealthy clients minimize the tax damage, the professor tells ThinkAdvisor.
May 28, 2021
U.S. Federal Government Records $3.1 Trillion DeficitSocial Security payroll tax revenue and Federal Reserve contributions were up.
May 28, 2021
13 States Where Social Security Benefits Are TaxedHow, and whether, Social Security benefits are taxed varies widely by state, according to the Tax Foundation.
May 27, 2021
AARP Touts Popularity of Social Security, Medicare Amid TRUST Act ConcernsThe senior advocacy group worries the proposed TRUST Act would be used to fast-track benefit cuts.
May 25, 2021
Secure Act 2.0: What Retirement Experts Think of 4 Key ProvisionsHere's what 401(k) pioneer Ted Benna and others had to say about some major parts of the proposal.
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.