Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Half of Investors More Worried About 2024 Elections Than Market: Survey
By Michael S. FischerA third of investors think recession will ensue if their favored party loses power, Nationwide finds.
October 16, 2023
New Platform Promises 'Near-Perfect' Social Security PlanningThe RSSA Roadmap will be a powerful tool in the hands of financial planners, Martha Shedden says.
October 13, 2023
Social Security's 2024 COLA, While Modest, Could Still Trigger Higher TaxesThough the COLA is lower than last year's, it could still push seniors over key thresholds.
October 12, 2023
Social Security COLA for 2024 Set at 3.2%Even with a modest COLA for 2024, it will likely be hard for retirees to keep up with inflation.
October 06, 2023
More Than Cash: Social Security Buffers Longevity RiskReframing claiming decisions accordingly can help individuals facing greater uncertainty over their lifespans make better choices.
October 03, 2023
Retirement Master Class Part 3 (of 3): Social SecurityJoin ThinkAdvisor's editorial team for a complimentary webcast to discover how to deliver better financial advice and provide peace of mind to clients.
October 02, 2023
When Clients Claim Social Security Early, Take These Steps to Avoid SurprisesClients who claim before 65 can miss taking specific actions with Medicare and HSAs, leading to tax consequences.
September 28, 2023
What a Shutdown Means for Social Security, MedicareWhile Social Security, Medicare and Medicaid recipients shouldn't panic, the economy could take a hit, policy analysts say.