Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
A Social Security Bridge Strategy Advisors Overlook
By John ManganaroOne expert says advisors and their clients may want to consider reverse mortgages as part of a bridge strategy.
October 18, 2022
12 Metros Where the Social Security COLA Will Help the MostThe Social Security inflation adjustment is the same across the U.S. Actual local inflation rates are different.
October 13, 2022
Biggest Social Security COLA in Decades Could Push Retirees Over a Tax CliffClients may want to adjust their withdrawal strategy to minimize taxes, Edelman Financial Engines exec Christopher Jones tells ThinkAdvisor.
October 13, 2022
Enjoy the Social Security Bump Now. You'll Pay Later.In 2035, taxes taken in will cover only about 80% of the benefits paid out each month.
October 13, 2022
Social Security COLA for 2023 Set at 8.7%The Social Security benefit increase for 2023 will be the biggest since 1981.
October 13, 2022
Inside the Social Security COLA CalculationsHere's a primer on the inflation-adjustment machinery.
October 11, 2022
The History of the Social Security COLA: A TimelineAs the announcement of the Social Security COLA for 2023 nears, here's a look at past years.
October 04, 2022
Senate Democrats Vow to Protect Social Security, Press Biden to Fill Commissioner SeatThe Social Security Administration has been without permanent leadership for more than a year.