Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Why Social Security COLA Calculations Matter
By Ginger SzalaToday's method of calculating Social Security COLAs isn't keeping up with the realities of seniors' spending, advocates say.
October 13, 2020
Social Security COLA Set at 1.3% for 2021Medicare Part B premiums are increasing faster than Social Security benefits, advocates for seniors warn.
October 09, 2020
4 Tax Planning Moves to Make if Trump Wins ReelectionWhile Trump has no formal second-term tax platform, he has suggested a few possible changes.
October 09, 2020
Morgan Stanley Hit With $60M Fine Over Data BreachesMorgan Stanley failed to properly oversee the decommissioning of two data centers in 2016, the OCC says.
October 07, 2020
Claiming Social Security Widow(er) Benefits: It's ComplicatedClaiming a survivor benefit too early, or too late, could mean leaving thousands of dollars on the table.
October 06, 2020
IRS Extends Deadline to Register for Stimulus PaymentThe IRS is providing more time for non-filers to register to get their $1,200 economic impact payment.
September 29, 2020
12 Best Countries for Retirement Security: 2020The U.S. rose in this year's ranking by Natixis.
September 21, 2020
Quiz: Do You Know These Social Security Facts?Test your knowledge on Social Security claiming strategies, spousal benefits and estate implications.