Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
16 Big Social Security Changes in the New 'Sacred Trust' Bill
By Melanie WaddellThe sweeping bill, Social Security 2100: A Sacred Trust, makes several major changes beyond expanding the payroll tax.
October 26, 2021
Why Social Security Claiming Comes First in Retirement PlanningSocial Security advice is highly sought after, and it affects planning elements like RMDs and sequence of withdrawals.
October 20, 2021
House Debut of Sweeping Social Security 2100 Bill Is DelayedRep. John Larson was to introduce the legislation Wednesday morning with other lawmakers.
October 19, 2021
Two-Thirds of Americans Don't Use Financial Advisors: SurveyPeople investing in real estate, equities or insurance often lack access to sound financial advice, an educators' group says.
October 19, 2021
Kotlikoff: Inflation Is a Stealth Social Security CutNot only do COLAs have little muscle but retirees find more of their benefits subject to tax, the economist tells ThinkAdvisor.
October 18, 2021
Bill to Change Social Security COLA, Expand Payroll Tax ComingThe bill would tie Social Security COLAs to the CPI for the Elderly, increase benefits and merge the old-age and disability funds.
October 15, 2021
Most Americans Terrified a Health Care Crisis Will Affect Retirement: SurveyA Nationwide survey found that 69% see another pandemic happening in their lifetime.
October 15, 2021
New Social Security 2100 Bill to Expand Payroll Tax Coming Next WeekThe bill is expected to increase benefits across the board and change the way Social Security COLAs are calculated.