Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
3 Ways to Save Social Security and Medicare
By John ManganaroRaising the full retirement age, adding taxes on the wealthy and retargeting benefits are some options on the table.
April 10, 2023
12 Questions Clients Will Ask About Their Social Security BenefitsJason Fichtner, a former Social Security official, answers common questions on how the shortfall could affect retirees.
April 10, 2023
Anxiety Abounds as Americans Contemplate Social Security, Market RisksMost Americans feel they can't "count on" Social Security for a dignified retirement, a new survey shows.
April 07, 2023
Social Security Has a Longevity ProblemA retirement expert explains how the Social Security Trust Funds' solvency shortfall could hurt working and retired Americans.
April 06, 2023
8 'Must-Know' Facts About the Social Security Trustees ReportA diverse group of policy experts broke down what the recent report means for the program's future.
April 06, 2023
9 Ways to Help Clients Reduce Taxes on Social SecurityThere are a number of ways you and your clients can lower or eliminate taxes on these benefits.
April 04, 2023
My Wacky Idea to Save Social SecurityThere is a way to avoid cutting benefits and raising taxes. But will Americans embrace it?
April 03, 2023
7 New Social Security Bills in Congress NowOne bill aims to guarantee benefits during a debt limit standoff, for instance; another would raise benefits by over $2,000 a year.