Latest Issue Cover
Home » Financial Advisor » FA Online » Channels » RETIREMENT PLANNING » Social Security

Social Security

1 2 3 4 5 6 7 8   [25]

Beyond The Alphabet Soup: What Advisors Need To Know About Medicare

by

The national healthcare system for the aged is so complicated it can confuse even financial professionals.

The Risk Of Taking Social Security Early

by

People are afraid the program will run out of funds, but they risk a 50% cut in benefits if they take money out early, says this expert.

How Long And Bright A Future?

by

Laura Carstensen's new book is a must-read for financial advisors.

How Early Retirees Can Slash Healthcare Costs By Delaying Roth Conversions

by

It may be best to reserve your client's Roth conversion between the ages of 65 and 70.

Raising Social Security's Retirement Age Is The Least Bad Option

by

Facing a $150 billion shortfall this year alone, the program requires radical measures to shore it up.

Social Security To End 'Clawback Cruelty' On Benefit Overpayments

by

The program will reduce withholding on overpayments from 100% to 10% starting Monday, the program's commissioner said.

Should 'Expat' Retirees Worry About Their Social Security Benefits?

by

Social Security benefits for U.S and Non-U.S citizens retiring in other countries depends on several factors.

Fearful Clients Who Take Social Security Early Face 50% Benefits Cut, Expert Says

by

Advisors need to make sure people afraid the program will run out of money act rationally, benefits expert Mary Beth Franklin said.

Preparing For Higher RMDs This Year

by

A good year in the markets also means higher required distributions from retirement accounts.

New Bill To Raise Social Security Payroll Tax Cap, Eliminate Taxes On Benefits

by

The Social Security Administration said the bill would keep the program solvent through 2054.

Most Near-Retirees Flunk Basic Social Security Benefits Quiz

by FA Staff

Fewer than 1% answered all 13 true-or-false statements correctly on an online quiz by MassMutual.

Prominent Social Security Analyst Announces Retirement

by

The Senior Citizen League's Mary Johnson has been a reliable source of annual COLA increase projections.

Your Client's 401(k) Will Be Gone Within A Decade

by

The intellectual case for getting rid of tax-advantaged retirement plans is strong, and the political case is catching up.

A Bold New Choice For Retirement Security

by

This remarkable solution to enhance retirement security is found in the most unlikely of places: life insurance.

New Bill To Raise Social Security Payroll Tax Cap, Eliminate Taxes On Benefits

by

The Social Security Administration said the bill would keep the program solvent through 2054.

Two Social Security Do-Overs To Maximize Income

by

Clients can see their benefits increase 8% per year by suspending them or starting them over later.

Social Security Benefits For Those Not Born In The U.S.

by

Permanent legal residents can qualify for Social Security benefits provided they meet the eligibility guidelines.

Get Ready For Higher RMDs This Year

by

A good year in the markets also means higher required distributions from retirement accounts.

Rubin Says U.S. In A ‘Terrible Place' On Deficit, Urges Tax Hikes

by

The former Treasury Secretary estimated that about 60% of the increase in debt from 2000 to 2022 came from tax cuts.

The 4% Rule: ‘Neat, Plausible And Wrong'

by

The rule fails to provide the personalized approach needed in retirement planning.

1 2 3 4 5 6 7 8   [25]