Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
7 Social Security Scams to Spot and Avoid
By Marlene SatterNow is an excellent time to review Social Security scammers' tactics so you can spot a scam a mile away—and report it to stop it in its tracks.
January 14, 2020
12 Best States for Retirement: 2020WalletHub ranked the 50 states according to their retirement friendliness, using 47 relevant metrics.
January 10, 2020
Should Clients Take a Lump-Sum Social Security Payment?We asked advisors what clients should know about this option, available to retirees who claim benefits after full retirement age.
January 08, 2020
Close the Social Security Claiming Delay Medicare Trap: Hearing Witness to CongressA Medicare enrollee advocate says many who put off retiring end up paying much higher Medicare Part B premiums.
January 06, 2020
7 Retirement Challenges Women Face That Men Don'tThey make less and live longer — but the deck is stacked even further against them.
January 03, 2020
Alicia Munnell's Social Security Bridge v. Annuities Income Planning SmackdownMunnell contends that, for typical retirement savers, putting off the Social Security benefits start date will be critical.
December 31, 2019
Don't Forget: Your Clients' Social Security Benefits Are TaxedMany recipients are subject to taxation of their benefits because they were never indexed to inflation.
December 23, 2019
What the 'Father of 401(k)s' Thinks of the Secure ActTed Benna, Morningstar's Christine Benz and others talk to ThinkAdvisor about the new law and other hot retirement topics.