Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Bill to Cut Social Security Taxes Heads to Governor's Desk in New Mexico
By Ginger SzalaThe bill eliminates taxes on Social Security benefits for lower- and middle-income residents.
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.
January 24, 2022
How to Show Couples the Hazards of Claiming Social Security EarlyClaiming benefits at 62 is usually a mistake, even if one spouse waits till 70, retirement experts say.
January 14, 2022
Sen. Warren Calls for Reforms to Social Security SSI RulesThe payments are meager and the rules around them keep some recipients trapped in poverty, Warren says.
January 11, 2022
Pandemic Spending Slowdown Eased Financial Stress: SurveyJohn Hancock's latest survey on stress and finances found the pandemic actually led to some good short-term behavior.