Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Envestnet | Yodlee Launches Enhanced Developer Portal: Tech Roundup
By Jeff BermanAlso, Riskalyze and RightCapital deepen their integration.
June 03, 2021
2 Social Security Trends to Watch Post-COVIDThe Great Recession spurred more early claiming. Will the pandemic panic do the same?
June 01, 2021
Can You Spot the Social Security Claiming Mistakes? Part 2Claiming spousal benefits under Social Security can be complicated. Here's part 2 of a case study.
June 01, 2021
Social Security Uncertainty Can Cause Costly Retirement Planning Mistakes: StudyResearchers estimated the cost to workers of waiting too long to address Social Security funding.
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.