Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Who are the Super Savers Among Millennials and Gen Xers?
By Bernice NapachA new survey from Principal Financial Group reveals the motivations, emotional benefits and expected results.
September 13, 2019
New IRS Tool Helps Retirees Figure Taxes on Social Security BenefitsThe tool also allows wage-earners and self-employed taxpayers to check their withholding.
September 12, 2019
Elizabeth Warren Proposes Boosting Social Security by Hiking Taxes on the RichHer plan would expand Social Security benefits by $200 per month with a payroll tax increase on incomes above $250,000.
September 03, 2019
Why Negative Interest Rates Threaten the Financial SystemMarkets may need to be rebuilt on a new set of assumptions. But what should those be, and how could they work?
September 03, 2019
A Plan to Save Social Security Without a Tax Hike on the WealthySocial Security expert William Reichenstein tells ThinkAdvisor about his two-tier plan to restore health to the system.
September 03, 2019
CFP Board Announces Enforcement Task Force MembersThe task force, which will review and update the organization's enforcement practices, includes shareholder advocate Mercer Bullard.
August 27, 2019
10 'Must Know' FAQs on Social SecurityFrom basic claiming strategies to taxation and spousal benefits, your clients have questions — and we have answers.
August 14, 2019
What to Know About 'Gray Divorce'Your clients may be going through divorce later in life. Here are some things to know.