Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
When Delayed Social Security Claiming Doesn't Go as Planned
By John ManganaroWhat happens when a couple decides to delay one benefit until 70 and a spouse dies early?
March 12, 2024
Social Security 2025 COLA Estimate Jumps to 2.4%Higher-than-expected inflation in February has pushed the 2025 Social Security COLA projection up meaningfully.
March 11, 2024
Biden Budget Calls for Protecting Social Security, as Trump Supports CutsHigher-earning Americans should pay more in Social Security taxes, Biden says.
March 06, 2024
New House GOP Budget Includes Fiscal Commission to Mull Social Security CutsThe budget resolution "will be DOA in the Senate," a Social Security advocate says.
February 29, 2024
Social Security Claiming: The Case of the Age and Earnings GapGreg is seven years older and earns more than his wife, Alice. When should they file for benefits?
February 28, 2024
Retirement 'American Style' Means Work and Poverty: GhilarducciWorking longer won't solve the retirement security problem, the economist said.
February 21, 2024
Retirement Experts: Don't Let Clickbait Headlines Sink the 401(k)To argue that the U.S. should simply do away with workplace retirement plans is absurd and irresponsible, experts say.
February 21, 2024
Is This Big Risk Lurking in Your Social Security Claiming Math?As a reader pointed out, Social Security projections are only as good as the assumptions fed in.