Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Ted Benna's Take on Secure Act and 2020
By Ginger SzalaAlso, experts discuss future of annuities, long-term care and social security.
January 15, 2020
The Importance of 3 Sources of Retirement Income: StudyOnly 7% of retirees benefit from the ideal 'three-legged stool,' the National Institute on Retirement Security reports.
January 15, 2020
Trump Plans to Tighten Social Security Disability CriteriaDemocrats called the proposal "cruel."
January 14, 2020
12 Best States for Retirement: 2020WalletHub ranked the 50 states according to their retirement friendliness, using 47 relevant metrics.
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.