Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Emergency Bill Would Raise Social Security COLA to 3% for 2021
By Melanie WaddellThe annual cost-of-living adjustment was set at 1.3% earlier this week; lawmakers say more is needed due to COVID-related costs.
October 09, 2020
Morgan Stanley Hit With $60M Fine Over Data BreachesMorgan Stanley failed to properly oversee the decommissioning of two data centers in 2016, the OCC says.
October 07, 2020
Claiming Social Security Widow(er) Benefits: It's ComplicatedClaiming a survivor benefit too early, or too late, could mean leaving thousands of dollars on the table.
October 06, 2020
IRS Extends Deadline to Register for Stimulus PaymentThe IRS is providing more time for non-filers to register to get their $1,200 economic impact payment.
September 29, 2020
12 Best Countries for Retirement Security: 2020The U.S. rose in this year's ranking by Natixis.
September 21, 2020
Quiz: Do You Know These Social Security Facts?Test your knowledge on Social Security claiming strategies, spousal benefits and estate implications.
September 17, 2020
4 in 5 Americans Lack Retirement Planning Knowledge: Survey"Financial advisors should take heed of this situation," says the co-director of The American College's Center for Retirement Income.
September 16, 2020
Biden's Plan Would Create Payroll Tax 'Donut Hole'The tax, which funds Social Security, would be expanded to the highest earners under Biden's tax plan.