Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Kotlikoff: Help Your Clients Avoid Social Security Clawbacks
By Jane Wollman RusoffThe SSA's view is "Our mistake is your problem," the former Reagan official warns.
November 08, 2023
Debate: Will Auto-IRAs Hurt the Retirement Savings Market?Two professors debate the potential impact of a proposal to offer government-sponsored retirement plans.
November 07, 2023
8 Emerging Forces Shaping Income and Social Security Planning: Marcia MantellIncome planning today means addressing fast-rising interest rates, Social Security's solvency and new annuity products.
November 07, 2023
The Real State of the Social Security ProgramIt's natural that Americans harbor concerns about Social Security's finances, but overblown fears could damage the program further.
November 03, 2023
7 Benefit Adjustments That Could Help Save Social SecurityActing soon would allow for tax increases and benefit reductions to be phased in gradually, a report argues.
November 02, 2023
Social Security Chief Nominee Warns of 'Customer Service Crisis'Martin O'Malley, Maryland's former governor, told senators that the "siloed organization" needs a "common operating platform."
October 31, 2023
7 Money-Raisers That Could Help Save Social Security (If We Act Now)Acting sooner means more options and less pain, according to the American Academy of Actuaries.
October 30, 2023
Half of Investors More Worried About 2024 Elections Than Market: SurveyA third of investors think recession will ensue if their favored party loses power, Nationwide finds.