Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Kotlikoff: Don't Let Social Security Dupe Your Clients Into Claiming Early
By Jane Wollman RusoffMillions of Americans leave money on the table due to misleading SSA guidance, Economist Laurence Kotlikoff tells ThinkAdvisor.
December 12, 2022
House GOP Budget Framework Sets 70 as Full Social Security Claiming AgeCalls to cut benefits and raise the retirement age could be used by Republicans during 2023 debt negotiations.
December 06, 2022
Social Security Administration Unveils New SSA.gov WebsiteImproved self-service capabilities should allow people to skip calling or visiting an office, the acting commissioner says.
December 04, 2022
Immediate Annuity Shoppers Look for 13% More Income: CannexThe increase in the private retirement income target is much larger than the 2023 Social Security COLA.
November 29, 2022
Social Security Claiming Baffles Even Sophisticated Clients. Here's What Advisors Can Do.The near-record COLA is sparking discussion among advisors and clients, says Mike Lynch of Hartford Funds.
November 28, 2022
Regret Is a Powerful Savings, Planning Motivator: New StudyShowing people how long they're expected to live could help them reduce financial mistakes and future regrets, researchers concluded.
November 21, 2022
How Reforming Social Security, Medicare Can Be DoneThe GOP wants to mitigate rising costs by, among other things, raising the eligibility age for Medicare to 67 for those born after 1960.
November 21, 2022
Waiting to Claim Social Security Can Boost Income by 10.4%: StudyNew analysis finds "virtually all" workers ages 45 to 62 could benefit from waiting to collect the benefit.