Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
How to Minimize Taxes When Social Security, RMDs Kick In
By Martha SheddenManaging the sequence and amounts of withdrawals from different types of accounts is crucial for retirees and their advisors.
March 19, 2021
Alicia Munnell: Biden's Social Security Tax Hike Plan Falls ShortRaising payroll taxes on the highest earners isn't enough to fill the Social Security funding gap, the retirement scholar tells ThinkAdvisor.
March 18, 2021
There's a New Social Security Certification in TownThe RSSA designation trains advisors on in-depth Social Security planning, including the use of software.
March 15, 2021
Taxes in Retirement: 5 Things Your Clients Need to KnowThere are many opportunities to make your retired clients look "poor on paper" if you know where to look.
March 08, 2021
3 Things Advisors Should Know About Social Security and TaxesSocial Security's tax rules are confusing even to tax professionals, but knowing these basics will help you answer clients' questions.
February 24, 2021
HHS Nominee Becerra Talks About Biden Medicare Buy-In Plan ThinkingRepublicans questioned whether Xavier Becerra knows enough about health policy.
February 22, 2021
Saving Social Security Is a Bipartisan Issue: SurveyDespite the political divide, a majority of respondents want Congress to save the retirement program despite budget deficits.
February 21, 2021
How to Help Clients Maximize Social Security BenefitsClaiming early can be tempting for retirees, who are worried about the solvency of Social Security.