Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
The Importance of 3 Sources of Retirement Income: Study
By Michael S. FischerOnly 7% of retirees benefit from the ideal 'three-legged stool,' the National Institute on Retirement Security reports.
January 10, 2020
Should Clients Take a Lump-Sum Social Security Payment?We asked advisors what clients should know about this option, available to retirees who claim benefits after full retirement age.
January 08, 2020
Close the Social Security Claiming Delay Medicare Trap: Hearing Witness to CongressA Medicare enrollee advocate says many who put off retiring end up paying much higher Medicare Part B premiums.
January 06, 2020
7 Retirement Challenges Women Face That Men Don'tThey make less and live longer — but the deck is stacked even further against them.
January 03, 2020
Alicia Munnell's Social Security Bridge v. Annuities Income Planning SmackdownMunnell contends that, for typical retirement savers, putting off the Social Security benefits start date will be critical.
December 31, 2019
Don't Forget: Your Clients' Social Security Benefits Are TaxedMany recipients are subject to taxation of their benefits because they were never indexed to inflation.
December 23, 2019
What the 'Father of 401(k)s' Thinks of the Secure ActTed Benna, Morningstar's Christine Benz and others talk to ThinkAdvisor about the new law and other hot retirement topics.
December 03, 2019
Have Social Security's Actuarial Adjustments Kept Up With Reality?Outside factors may mean there needs to be a new look at how much retirees are paid, according to a Boston College study.