Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
How Biden's 'Donut Hole' Plan Could Undermine Social Security
By Jane Wollman RusoffRichard Johnson of the Urban Institute tells ThinkAdvisor a way to raise revenue for the retirement program without creating a tax gap.
January 21, 2021
Do 401(k) 'Bridges' Help Retirees Maximize Social Security?Retirement experts David Blanchett and Michael Finke weigh in on the study comparing automatic 401(k) drawdowns to annuities.
January 21, 2021
BlackRock Invests in Clarity AI: Tech RoundupSeparately, fintech platform iCapital Network agrees to buy the assets of AI Insight, an alternative investment education and compliance platform.
January 12, 2021
Social Security COLA: What's Working, What's NotThe way Social Security COLAs are calculated is a source of debate, but the benefits of inflation protection are not.
January 11, 2021
Jamie Hopkins on Annuities, the Secure Act and the Wave of Early Social Security ClaimsIn a video interview, Carson Group's head of retirement research tells ThinkAdvisor about the pandemic's deep ramifications for retirement planning.
December 28, 2020
Expect a Baby Bust in 2021The Brookings Institution sees 300,000 fewer births next year.
December 28, 2020
3 Social Security Changes Coming in 2021Also, check out three strategies for clients who must take benefits before their full retirement age.
December 22, 2020
5 Ways to Prep Gig-Worker Clients for Retirement: Morningstar's BenzThe number of independent contractors is up 15% in last decade. Here's how to help these workers plan for the future.