Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security Claiming: The Case of Two Marriages, Two Divorces
By John ManganaroMatters can get complicated when someone has multiple ex-spouses from unions that lasted more than 10 years.
March 28, 2024
Are Advisors Giving Conflicted Social Security Advice?Households with advisors claim benefits earlier on average, a new paper by David Blanchett and Jason Fichtner finds.
March 28, 2024
New Bill Changes How Social Security COLAs Are CalculatedThe CPI-E would yield larger benefit increases, lawmakers say, but the story in the numbers is mixed.
March 26, 2024
Marcia Mantell Takes to NPR to Fight Social Security ConfusionRecord numbers of people are turning 65 each day, and there's a lot they need to know, she says.
March 25, 2024
BofA Launches Retirement Income PortfoliosThe offering aims to provide a reliable money stream, even during inflation and market swings.
March 21, 2024
New Social Security Chief Promises Overpayment Clawback FixMartin O'Malley told senators changes will be in place Monday.
March 21, 2024
Republicans Call for Raising Retirement AgeThe Republican Study Committee's 2025 budget also suggests reducing benefits for top earners who aren't near retirement.
March 20, 2024
HSA Planning After 55: What Your Clients Might Not KnowWhile most employees are familiar with the account's tax benefits, issues specific to older workers are often ignored.