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Social Security

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How Roth Conversions Can Reduce Sting Of Social Security, Medicare Hikes

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A key to the strategy is to lower required minimum distributions that can result in higher marginal tax rates.

Inflation Is Even Worse If You Measure It The Proper Way

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Right now monthly core inflation is clearly accelerating.

New 2023 Social Security COLA Estimate Jumps To 10.5%

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The increase is 1.9 percentage points more than May's 8.6% estimate and could be the biggest since 1981.

4 Key Social Security Claiming Strategies For Widows

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A widow should compare the maximum survivor benefits and her retirement benefits at age 70, a Social Security expert said.

How Timed Retirement Withdrawals Can Reduce Taxes

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Clients may want to pre-empt the extension in RMD age requirements to save on taxes, two Social Security experts said.

Sanders, Warren Propose Social Security Tax Hike On Wealthy

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The proposal would lift the $250,000 annual income cap on Social Security taxes.

Social Security Gains A Year Before Trust Funds Bust

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The Social Security and Medicare Board of Trustees projects a depletion in funds in 2035.

Front-Row Retirement

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You can't always see the action of the play when you're in the audience.

DOL Rule Would Reduce Middle-Class Retirement Savings By $140B, IRI Says

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The group claims the middle-class, especially Black and Latino investors, would be most hurt by the fiduciary rule.

Advisors Say Recent Retirees Are Prepared For Volatility

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These clients trust their plans, leaving panic to the unadvised, advisors say.

Retired Couples Face $315,000 In Healthcare Expenses, Fidelity Says

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Yet surveyed Americans expect their retirement healthcare costs to only amount to $41,000.

2023 Social Security COLA Increase Could Be Biggest Since 1981

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The estimated increase could be 8.6%, the highest since 1981, according to data from the Senior Citizens League.

How To Navigate Turbulent Stock Market Depends On When You Want To Retire

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Experts say that it pays to keep calm and not make any drastic, stress-fueled decisions.

How Clients Can Ease The Sting Of Medicare's IRMAA Fee

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Medicare recipients can even see their fees rise for selling a home or Roth conversions, advisors warn.

Was The 'Great Retirement' Merely The 'Great Pause'?

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Two years on, people are rethinking the career choices they made in the heat of the pandemic. Here's how advisors can help.

Goals-Based Investing

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This investment strategy enables advisors to help clients meet personal objectives without chasing returns.

Americans Remain Optimistic About Living Comfortable Retirement, EBRI Finds

by FA Staff

Surveyed workers and retirees said the pandemic hasn't derailed their retirement plans.

How To Fix The Broken U.S. Retirement-Savings System

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The country can do better than its current mess of regressive tax breaks. A fairer, simpler system wouldn't even cost more.

Benefits For 1M Public Workers May Fall Short Of Social Security Standards

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Between 750,000 to one million employees annually are in danger of experiencing shortfalls in retirement benefits.

New Bill Would Allow 401(k)s To Use Annuities As Default Investment

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The bipartisan proposal would allow plan participants to devote up to 50% of their assets to annuities.

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