Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Americans Lose Trillions Claiming Social Security at the Wrong Time
By Ben StevermanMost retirees should wait longer to access their benefits, researchers find. Some should claim them sooner.
June 26, 2019
LPL Fined $1.1M for Not Registering Advisors in MassachusettsThe IBD did not properly register 651 "agents" or file 800 "reportable events" in a timely manner, regulators say.
June 25, 2019
Social Security COLA for 2020: Will Trade Wars Increase SSA's Projection?The wild card that could affect the COLA in the immediate term is what one economist calls a "trade conflagration."
June 25, 2019
Democrat Floats Bill to Raise Estate TaxThe bill would use the proceeds to shore up Social Security.
June 18, 2019
What if We Don't Shore Up Social Security?A new EBRI report calculates the impact, along with what would happen if defined contribution plans were eliminated.
June 17, 2019
Fidelity Expands Model Portfolios: Portfolio ProductsAlso, a consortium of firms has launched a packaged retirement program for advisors and plan sponsors.
June 14, 2019
Social Security, Postal Service Using Outdated ID Checks: GAOSome federal entities give individuals access to their online portals using a method that was deemed outdated after the Equifax breach.
June 05, 2019
To Fix Social Security, Finance the 'Missing Trust Fund'The Center for Retirement Research explains how Social Security could be funded for 75 to 150 years.