Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
How to Show Couples the Hazards of Claiming Social Security Early
By Ginger SzalaClaiming benefits at 62 is usually a mistake, even if one spouse waits till 70, retirement experts say.
January 04, 2022
The Hidden Hazards of Taking a Social Security Lump SumA client's plan to work six months after full retirement age and then collect a big payment could have consequences.
December 30, 2021
Boomers Who Left Jobs During Pandemic Aren't Claiming Social Security: StudySome older workers may intend to return to work as the pandemic recedes, CRR researchers speculated.
December 28, 2021
What to Expect for Social Security in 2022Experts Jamie Hopkins, Marcia Mantell and Nancy Altman weigh in on what lies ahead for the retirement benefits program next year.
December 27, 2021
Should You Count on Social Security?The program's looming insolvency is pushing Congress to consider benefit cuts or tax hikes; the answer lies more with the Social Security Trust Funds.
December 23, 2021
Kotlikoff: Conventional Investment Advice Is 'Bait and Switch'The economist says selling products while giving advice is a huge conflict; he also views the Fed's concerns about inflation as "cheap talk."
December 20, 2021
There's 'Never Been a Worse Time to Retire': Ron Surz"The target-date industry is failing people," says the industry veteran, who offers specifics on how advisors can help clients.
December 16, 2021
10 Merriest Retirement Facts: 2021We asked Michael Finke, Marcia Mantell and Mary Johnson their thoughts on this year's good news for retirees.