Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Public Pensions Had a Good Q1
By Michael S. FischerMilliman's top 100 public pension funding index shows a big jump in funded ratios.
May 16, 2019
If the Green New Deal Gave Everyone Jobs, What Would Happen to Social Security?Before you send us an angry email, please read all the way to the end of the author's latest column.
May 14, 2019
The Trouble With the Social Security COLAIt doesn't keep up with the rising costs that seniors pay for goods and services, according to The Senior Citizens League.
May 13, 2019
Clients May Jilt You Because of This: NationwideThe company is promoting a tool that might help advisors avoid "getting the cold shoulder."
May 10, 2019
How to Build Better Retirement PlansThree experts from Morningstar offer their ideas on how to increase retirement savings.
May 08, 2019
Retirement Planning Ain't What It Used to BeMorningstar's head of retirement research explains why conventional strategies and assumptions are out of date.
May 02, 2019
SECURE Act's Change of RMD Rules: Bloink & Byrnes Go Thumb to ThumbThe bill would raise the existing age threshold from 70 1/2 to age 72 for IRAs. Is this just a giveaway to wealthy retirees?
May 02, 2019
3 Generations, 3 Views on Retirement: Wells FargoHow are baby boomers approaching retirement differently than past generations? A new report examines this and other generational questions.