Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
How the Pandemic Is Affecting Retirement Confidence: EBRI
By Ginger SzalaEBRI's 2020 Retirement Confidence Survey found some good and bad news on how workers and retirees see their future.
April 22, 2020
Social Security on Track to Go Bust in 2035Advocates for strengthening Social Security blasted President Trump's recent calls for a payroll tax cut.
April 20, 2020
IRS Issues Warning to Non-Filers on Dependent Stimulus PaymentsIndividuals must act by Wednesday if they didn't file a 2018 or 2019 tax return, to get the $500 dependent stimulus payments.
April 17, 2020
Human Capital: NASAA's Gerold Outlines COVID-19 Frauds, Enforcement MeasuresIn episode No. 13 of Human Capital, we talk with Christopher Gerold, president of NASAA, about the coronavirus relief put in place by state regulators.
April 08, 2020
Most Near-Retirees Can't Answer Basic Social Security QuestionsOne-third of near retirees failed a quiz from MassMutual.
April 08, 2020
Finding Big Tax Savings in the 'Bridge Years' Between Retirement and RMDsCPA and planner Chris Wentzien tells ThinkAdvisor how he helps clients take advantage of this valuable tax-planning window.
April 08, 2020
Democrats Call for 'Interim Emergency' Coronavirus BillSchumer and Pelosi want to expand PPP loans and other aid as lawmakers discuss a broader follow-up to the CARES Act.
April 06, 2020
SEC Updates Custody FAQ to Address Coronavirus ConcernsThe FAQ addresses delays in access to firm mail and not being able to maintain physical certificates with a qualified custodian.