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Social Security

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Are Extended RMDs A Gold Mine Or Tax Trap?

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The SECURE Act 2.0 extended required minimum distributions. For couples, it might not make sense to wait.

Advising Same-Sex Couples On Social Security Benefits

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Here's some information to help you advise your LGBTQ+ clients about their Social Security rights and benefits.

Republicans Are Too Thirsty For Social Security Cuts

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Things are already bad enough for retirees and older workers.

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?

Five Social Security Myths That Might Be Steering Your Clients Wrong

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Here are five myths that frequently come up when your clients want to know how to optimize their benefits.

Are Extended RMDs A Gold Mine Or Tax Trap?

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The SECURE Act 2.0 extended required minimum distributions. For couples, it might not make sense to wait.

Social Security Raises Kick In This Month. Can Retirees Recover From Inflation?

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One group says average benefits have fallen short of inflation by $1,054 since Covid's start.

Inflation Tops List Of Americans' Retirement Concerns

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And anxiety about inflation affects women more than men, according to a State Street survey.

Five Social Security Myths That Might Be Steering Your Clients Wrong

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Here are five myths that frequently come up when helping clients who want to know how to optimize their benefits.

How The College Debt Burden Can Eat Into Social Security Benefits

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Retirees with delinquent loans are increasingly facing reduced payments.

Retirement Planners See New Opportunities As SECURE Act 2.0 Nears Final Approval

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The legislation's retirement system changes have received praise from much of the financial community.

Annuity Execs Expect Continued Demand For Guaranteed Income

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Security Benefit executives predict annuities will gain in popularity in 2023.

Treasury Says Social Security Cuts Would 'Decimate' Retirees

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Entitlement programs may be cut in a bipartisan deal to raise the debt ceiling.

Many Women Report Having 50% Less Income In Retirement: Goldman Sachs

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Time out of the workplace cuts retirement savings by 35%, a new study finds.

Ways To Unwind Social Security Survivors' Benefits

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Here's how to help clients maximize their Social Security survivors' benefits.

Social Security More Valuable Than Ever, Even for Millionaires, Advisors Say

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The maximum monthly benefit hits $4,485 in January, helping even wealthy investors navigate stock market declines.

Majority Of Americans Expect To Work Past Retirement Age, Survey Says

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Women face a tougher retirement road than men because of lower wages and other factors, according to the Transamerica study.

Investors Have Learned The Hard Way: Don't Rely On The Market

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They want a retirement paycheck, not another product.

White House Deletes Tweet Taking Credit For Social Security Bump

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Twitter users called out that the increase was due to a COLA adjustment.

Social Security More Valuable Than Ever--Even for Millionaires, Advisors Say

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The maximum monthly benefit hits $4,485 in January, helping even wealthy investors navigate stock market declines.

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