Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Biggest Retirement News of 2021
By Ginger SzalaSome of this year's biggest headlines focused on topics like the Social Security COLA and IRA issues.
November 17, 2021
Marcia Mantell: Social Security, Medicare and What Advisors Need to KnowThe retirement expert discusses key statistics to watch and provides a glimpse into how she happily takes her work home.
November 16, 2021
Debate: Should High Earners Pay More Social Security Taxes?Two professors debate whether collecting payroll taxes on income above $400,000 is the best way to shore up Social Security.
November 16, 2021
The 4% Rule Is Dead: New Morningstar StudyHere's how much most retirees can spend safely and how advisors can create an individualized plan, according to new research.
November 15, 2021
How to Help Married Couples Maximize Social SecurityWith two different Social Security benefits available, calculate the optimal time for each spouse to claim.
November 01, 2021
Social Security Claiming and the Divorced Spouse, Part 2: RemarriageWhen it comes to claiming Social Security after remarriage, rumors and myths abound. Let's unpack some of them.
November 01, 2021
How Does Social Security Rank Against Other Countries' Retirement Programs?Mercer and the CFA Institute have issued a report card grading retirement systems across the world.
October 29, 2021
What Does a Short-Term Boost Do for Social Security? Plenty, Says a Top AnalystMany changes in the Social Security 2100 bill are short-lived but significant, Martha Shedden tells ThinkAdvisor.