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Social Security

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Longer Lifespans Demand New Advisor Playbook, Ric Edelman Says

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“Too often I've discovered financial advice is rooted in the past," Edelman said.

Raising Social Security Full Retirement Age To 69 Eyed By House Conservatives

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The proposal would gradually increase the retirement age to 69 years old by 2033.

Generation X Not Ready For Retirement: Prudential

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The firm found that 35% of Gen Xers have less than $10,000 saved.

5 Ideas For Clients To Delay Social Security Until Age 70

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Social Security generously rewards those who wait.

Biden-McCarthy Debt Limit Deal Puts Government Services On A Diet

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The deal doesn't touch most of the fast-growing entitlement programs like Medicare, Social Security or Medicaid.

Could $25 Billion In Social Security Payments Force A Debt-Limit Deal?

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The debt-ceiling crisis could potentially lead to Social Security payment delays for millions of Americans.

Connecticut's $600 Million Plan To Narrow Wealth Gap: Give Kids Trust Funds

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Connecticut and Washington, DC, both approved baby bond programs in 2021, and several other states have considered the idea.

U.S. Retirement Savings Shortfall Will Cost $1.3 Trillion

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Inadequate retirement savings will result in higher public assistance costs, a Pew Charitable report says.

Beware Marginal Tax Rates And Social Security, Expert Warns Retirees

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Retirees can avoid high marginal tax rates with Roth conversions, said William Reichenstein.

5 Ideas For Clients To Delay Social Security Until Age 70

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Social Security generously rewards those who delay until age 70.

Millennials Harbor Unrealistic Retirement Goals, Study Says

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The generation also is more reliant on defined contribution plans than others, according to Natixis Investment Management.

Social Security Advice Should Be Part Of Client Condolences

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Let grieving clients know that you are available to help them sort through their Social Security benefit options.

How To Spare Clients Stress And Taxes Solving The Retirement Mortgage Question

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Financial decisions that seem to make sense in the moment can in the long run cost individuals in both money and stress.

Getting The Highest Social Security Benefit Is More Crucial Than Ever

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A new report says the Social Security Trust Fund's ability to pay in full may run out earlier than forecast.

Bipartisan Group Of Senators Mulls Raising Social Security Age

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Increasing the retirement age to 70 is one of the proposals being considered by the legislators.

Maximizing Social Security Benefits Under The SECURE 2.0 Act

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Does deferring benefits until age 70 make sense? And how does it affect clients' IRA withdrawals?

Social Security Insolvency Seen Coming A Year Earlier Than Before

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Medicare's hospital insurance trust fund, which helps pay for inpatient hospital care, will be able to pay full benefits until 2031.

Hopes For Bipartisan Social Security Fix Dimmed By Biden-GOP Tensions

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Social Security's trust funds are set to exhaust their reserves by 2035, when today's 54-year-olds reach full retirement.

Startup Offers Pooled Investment For Retirees

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Savvly says its investment pool allows investors to manage longevity risk.

Bipartisan Group Of Senators Mulls Raising Social Security Age

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Increasing the retirement age to 70 is one of the proposals being considered by the legislators.

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