Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Ex-Broker Charged With Murdering a Client in Texas
By Jeff BermanPolice said they found evidence that Keith Ashley killed the client "in an attempt to gain control of his finances" and was running a Ponzi scheme.
November 09, 2020
Medicare Part B Premium to Jump $3.90 a Month for 2021The latest premium increase represents about 20% of the average Social Security COLA for 2021, says a Medicare advocacy group.
October 30, 2020
11 Scariest Retirement Statistics: 2020There's plenty of frightening data on retirement planning in the U.S., even before you consider COVID-19.
October 27, 2020
4 Predictions for Retirement Plans if Trump Is ReelectedA Trump administration would likely lighten up on regulations, including on rollover advice, says IRA specialist Ed Slott.
October 26, 2020
How Medicare Premium Hikes, Small Social Security COLAs Squeeze RetireesThis poses a particular problem for higher income beneficiaries that advisors should know about.
October 22, 2020
Pension Group Seeks Female Retirement Professionals for StudyTaking 30 minutes to fill out a questionnaire could help with gender advancement in the retirement planning business, the nonprofit Women in Pensions Networks states.
October 20, 2020
Why Social Security COLA Calculations MatterToday's method of calculating Social Security COLAs isn't keeping up with the realities of seniors' spending, advocates say.
October 19, 2020
Senate to Vote on Stimulus, PPP Funds This WeekHouse Speaker Pelosi had set a Tuesday deadline for reaching a stimulus deal before the election.