Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Trump Floats Payroll Tax Cut to Bolster Economy After Market Plunge
By Justin SinkTrump said that he plans to announce "very dramatic" actions to support the economy Tuesday afternoon.
February 24, 2020
How to Deal With an Aging Advisor Force and Aging ClientsAlso, what to advise clients who are offered lump-sum Social Security payouts.
February 21, 2020
More Retirement Investors Are Diversifying Their Portfolios: StudyMeanwhile, participation in defined contribution plans is growing, Principal Financial reports.
February 13, 2020
5 Common Blind Spots on Social SecuritySimplyWise asked five Social Security questions, and only 1 in 300 people answered them all correctly.
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.