Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
How to Claim Social Security, Pay Taxes When Retiring Overseas
By Jane Wollman RusoffRussia's invasion of Ukraine need not foil your client's plan to retire abroad, Kathleen Peddicord tells ThinkAdvisor.
February 18, 2022
Bill to Cut Social Security Taxes Heads to Governor's Desk in New MexicoThe bill eliminates taxes on Social Security benefits for lower- and middle-income residents.
February 15, 2022
Why Claiming Social Security at 64 or 67 Could Be a Big MistakeAt these ages, waiting just one more year provides a significant jump in benefits.
February 14, 2022
New Mexico Could Be Next State to Cut Social Security TaxesA bill under consideration must clear the Senate Finance Committee by noon Thursday.
January 29, 2022
How a 401(k) 'Bridge' Lets Annuity Haters Delay Social Security ClaimingResearchers looked at a way for 401(k) participants, hesitant to annuitize, to "buy a higher Social Security benefit."
January 28, 2022
A Financial Planning Checklist for Newly Single Clients Over 50After a divorce or the death of a spouse, here are some important topics to discuss with your client.
January 26, 2022
Senators Probe Social Security Administration on Field Office ServicesThe senators want an update on the Social Security Administration's efforts to improve service delivery during the COVID-19 pandemic.
January 25, 2022
Social Security Recognizes Survivor Benefits for More Same-Sex CouplesSurviving partners who were in a committed relationship prior to same-sex marriage legalization can apply for benefits, including retroactive payments.