Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
How to Deal With an Aging Advisor Force and Aging Clients
By Bernice Napach | Ginger SzalaAlso, what to advise clients who are offered lump-sum Social Security payouts.
February 12, 2020
Former Officials Plead With Senate to Fill Social Security, Medicare Board VacanciesThe two positions have been vacant since 2015.
February 10, 2020
Social Security Advocates Warn of Dire Consequences From Trump's Budget CutsAside from benefit cuts, there would be closed offices, backlogs for claims and long waits for help, the groups say.
February 03, 2020
IRS Offers Older Taxpayers a Senior-Friendly Form 1040Form 1040-SR is easier to read and allows income reporting from sources common to seniors.
January 30, 2020
Social Security Phone Scam Is Biggest Fraud Facing Seniors: LawmakersAmericans reported losing close to $38 million last year to this scam, senators said.
January 24, 2020
Ted Benna's Take on Secure Act and 2020Also, experts discuss future of annuities, long-term care and social security.
January 23, 2020
Social Security, Medicare 'Easiest' to Cut, Trump SaysDuring an interview with CNBC at the World Economic Forum, Trump indicated that entitlement cuts may come later this year.
January 22, 2020
7 Social Security Scams to Spot and AvoidNow is an excellent time to review Social Security scammers' tactics so you can spot a scam a mile away—and report it to stop it in its tracks.