Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security in Crisis: Preparing Clients for Change
By Bobbie TurnerCongress will have to act to prevent Social Security's trust funds from running out, meaning either a cut in benefits or higher taxes.
September 02, 2020
CBO Cuts Forecast for Social Security Fund Life Span, Sees Debt Topping GDP in 2021The latest CBO projections reflect the carnage the pandemic is inflicting on the economy.
September 01, 2020
Don't Claim Social Security Early on Fear of Benefit CutsI did the math: Even if future benefits are cut, claiming later will likely remain the best strategy for most retirees.
September 01, 2020
How Much Do Retirees Really Pay in Taxes?The Center for Retirement Research looked at federal tax rates based on different income brackets and withdrawal strategies.
August 28, 2020
Morgan Stanley Is Sued Over Data Breaches Tied to Missing Equipment"Current and former customers face a lifetime risk of identity theft," an IRA holder says in a filing.
August 27, 2020
How COVID-19 Is Affecting Future Social Security RecipientsIt made a bad situation worse, and Trump's order to delay payroll taxes isn't helping.
August 27, 2020
Social Security Administration Floats New Waiver Process for OverpaymentsSSA says the new process affects benefit overpayments incurred from March 1 to Sept. 30.
August 26, 2020
Trump Executive Orders Likely to Survive ChallengesJust days after issuing the orders, Trump said he's 'seriously' mulling a capital gains tax cut.