Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security Claiming: The Case of the Widowed Late Boomer
By John ManganaroCarl's wife died with a substantial earnings history. When should he claim his benefits?
May 09, 2024
Social Security Claiming: The Case of the 11-Year Age GapIn this couple, the wife is not only much younger but expected to live longer. How can they optimize their benefits?
May 07, 2024
8 Positive Findings Hiding in the Social Security Trustees ReportThe big picture is admittedly bleak, but there are also bright spots in the new yearly projections.
May 06, 2024
Social Security Retirement Fund Will Run Dry in 2033: Trustees ReportThere are bright spots in the new projections, but the news remains troubling, Social Security experts say.
May 06, 2024
Is the 4% Rule Too Safe?While rules of thumb aren't optimal, I think 5% is a more realistic starting point for typical retirees.
May 01, 2024
U.S. Faces Retirement Crisis, Working Women SaySurvey respondents cited inflation and rising health costs among reasons that retirement is only getting harder.
April 24, 2024
Ultra-Rich Should Pay to Save Social Security: PollMore than half want to trim benefits for high-earners and tax wages beyond the first $168,600 in earnings.
April 24, 2024
Two-Thirds of Peak Boomers Aren't Ready for Retirement: StudyFifty-three percent of respondents nearing agde 65 have assets of $250,000 or less, a study found.