Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
How Retirees Can Avoid Tax Traps in Social Security, Medicare, Capital Gains
By Razi HechtWell-meaning retirement income moves can often have surprising tax consequences.
May 18, 2021
Today's Top 3 Retirement Decisions: BenzAdvisors should help their clients review these key questions and then decide what answers make most sense, Morningstar's personal finance expert says.
May 13, 2021
Top 11 Fastest-Rising Costs for Older AmericansThe jump in inflation this past month could cause more pain for older clients.
May 13, 2021
Social Security Rolls Out New, Shorter StatementsThe new, shorter statement, tested on some web users, has a personalized graphic to illustrate the effects of delaying benefits.
May 12, 2021
Social Security COLA for 2022 Expected to Be Biggest Since 2009The estimate is based on a "highly unusual inflation jump," Mary Johnson of The Senior Citizens League says.
May 08, 2021
Social Security Sees Slowdown in Retiree Rolls Amid COVID DeathsThe number of people receiving benefits in March showed the smallest yearly gain since 2009.
May 06, 2021
Wade Pfau Makes Case for Raising Top Social Security Claiming Age to 72Letting retirees further delay claiming, while allowing benefits to rise, would be more helpful than delaying RMDs, he tells ThinkAdvisor.
April 30, 2021
Can You Spot the Social Security Claiming Mistakes? Part 1Claiming spousal benefits under Social Security can be complicated. Here's a case study.