Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
New Bill Sets 3-Year Time Limit on Social Security Clawbacks
By Melanie WaddellThe Protecting Americans from Social Security Clawbacks Act limits the SSA's timeline for recovering benefit overpayments.
August 19, 2024
Social Security Claiming: The Case of a Couple's Many ChoicesIt's essential for spouses with large differences in age and earnings, for instance, to coordinate their claiming choices carefully.
August 19, 2024
15 Most Expensive States for Early RetirementIn each of these states, you'd have to be a millionaire to retire at age 50, according to GOBankingRates' research.
August 14, 2024
Social Security COLA Estimate for 2025 Drops to 2.6% as Inflation FallsIn July, the lowest 12-month inflation since 2021 pushed down the projected retirement benefit increase for next year.
August 07, 2024
Senators Probe Social Security Administration's AI UseThe Finance Committee is exploring how the agency is ensuring that its systems "are being deployed responsibly."
August 06, 2024
Top 10 Things Investors Get Wrong About Social Security: 2024Misconceptions about retirement benefits are widespread, a new Nationwide survey finds.
August 06, 2024
Real Social Security Talk with NARSSA Co-Founder Martha SheddenOn this episode of the Ask the Retirement Expert podcast, ThinkAdvisor Senior Reporter John Manganaro speaks with Martha Shedden, president and co-founder at the National Association of Registered Social Security Analysts, about the past, present and future of Social Security.
August 05, 2024
Social Security Claiming: The Case of the Pension OffsetIn this case study, the wife must contend with two Social Security rules that hit some retirees with pensions.