Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
How to Fine-Tune Your Client's Social Security Claiming Strategy
By Marcia MantellA pre-retiree presented three scenarios for claiming spousal benefits. He understood most of the rules, but the devil's in the details.
June 24, 2021
Wait Till 70 for Social Security? No Way, Say Most Americans: SurveySchroders surveyed pre- and post-retirees 45 and older and found that only 10% planned to wait until 70 to claim benefits.
June 24, 2021
Lawmakers Revive Annual Social Security Statement BillThe bill clarifies the requirement for SSA to mail an annual Social Security statement to all workers 25 and older.
June 24, 2021
The 2021 Retirement and Annuity Interactive AtlasHere are 10 online resources that can help you map out the future of income planning.
June 18, 2021
Voters of Both Parties Clamoring for Retirement Security: SurveyA majority of American voters across the political spectrum agree retirement security is a problem, the Economic Innovation Group has found.
June 18, 2021
What's Behind the Soaring Social Security COLA Estimates for 2022?The pandemic had some "oddball" effects on the price index on which Social Security COLAs are based, analyst Mary Johnson says.
June 17, 2021
Envestnet | Yodlee Launches Enhanced Developer Portal: Tech RoundupAlso, Riskalyze and RightCapital deepen their integration.
June 10, 2021
6 Ways to Help Clients Avoid Medicare's IRMAA Surcharges in RetirementWith appropriate income withdrawal strategies, your clients can lessen their exposure to these charges.