Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Jamie Hopkins: Congress Will Fix Social Security — Eventually
By Ginger SzalaThe retirement expert discusses inflation, CPI-E and how Social Security will fare going forward.
March 25, 2022
What to Do About the 'Emotional' Side of Social Security Claiming: Ken Van LeeuwenThe advisor highlights ways to assist retiree and pre-retiree clients given current issues like high inflation and other concerns.
March 24, 2022
Why Social Security Claiming Really Counts for Wealthy ClientsStrategic claiming can produce $100,000 for income or legacy goals — easily earning advisors "investment alpha."
March 23, 2022
5 Ways to Lower RMDs, Help Clients Reduce Medicare SurchargesStrategies to trim required minimum distributions can lessen the impact of income-related monthly adjustment amounts, or IRMAAs.
March 21, 2022
Don't 'Torpedo' Medicare, Social Security in Retirement Plans: William MeyerRetiree Inc.'s CEO says good intentions can go wrong, such as when a Roth conversion raised a client's Medicare premium, an outcome that "will likely" get the advisor "fire[d]."
March 17, 2022
Underestimating Inflation Is a Big Retirement MistakeAdvisors should test their clients' financial plans against prolonged periods of 5% to 6% inflation.
March 15, 2022
Inflation Is Burning Through Social Security COLA for 2022: SurveyNearly three-quarters of older adults surveyed said their monthly costs had gone up at least $96 per month.
March 15, 2022
A Hard Look at Raising the Retirement AgeThis change could bolster the Social Security system, but Marcia Mantell and other retirement experts caution that the reality is complicated.