Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
How to Talk to Clients Under 55 About Social Security
By Marcia MantellEmpowering these clients to run their own scenarios can help ease their fears around the program's future.
January 08, 2024
Social Security Gets 2024 Wage Base BoostMore than $8,000 in additional wages are subject to the Social Security tax in 2024.
January 05, 2024
8 Reasons Women Face Greater Retirement Risks Than MenSubstantial progress in educational and career attainment hasn't translated to an equitable level of post-work security.
December 27, 2023
When the Social Security Administration OverpaysThe agency could try to claw cash back from your clients.
December 27, 2023
Americans More Optimistic About Social Security: GallupHalf of adults aged 18 to 29 predicted that they will receive benefits, up from 34% in 2015.
December 21, 2023
How Interest Rate Cuts, Falling Inflation Could Affect Clients in or Near RetirementLower interest rates and lower inflation are generally positive factors for investors as they leave the workplace.
December 20, 2023
Alicia Munnell Praises DOL Rollover Rule, Blasts New Social Security 2100 ActThe CRR director once supported the long-debated bill but says a newly added provision would "cause chaos."
December 19, 2023
13 States That Don't Tax Retirement IncomePlus, 11 states tax retirees' Social Security benefits, though one will stop doing so in 2024.