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Social Security

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Proposed IRS Rules Complicate Inheritance Distributions

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Attempts by the IRS to clarify RMD issues in the wake of the SECURE Act create more confusion.

Alarming Amounts Of Money Are Leaving Retirement Plans, Says Morningstar

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That decrease cuts the leverage that retirement plan sponsors have in negotiating with asset managers.

The Oh Sh*t Moments Of Retirement Planning

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Preparation for life events is underrated. And uncommon.

The ‘Great Retirement' Disconnect That Puzzles U.S. Economists

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The surge in Americans going into retirement hasn't yet led to an increase in Social Security benefit applications.

Inflation Outstripping Social Security Adjustments, Senior League Says

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Seniors are grappling with credit card debt, food insecurity and rental increases.

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.

Roth Conversions Take Centerstage After Market Downturn, Advisors Say

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Converting during market declines can mean lower tax bills and tax-free rebounds, but they're not right for everyone.

J.P. Morgan Tells Advisors To Assume Retirees Will Live To 100

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Increasing life spans are putting pressure on advisors and clients to plan for enough retirement income, the firm said.

Regretting That Early Retirement? I've Got Bad News.

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Many older workers were forced off the job during the pandemic. Here's what they need to know before going back.

Why The Social Security Split Strategy Could Prove Costly For Clients

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Laurence Kotlikoff said the split filing strategy gambles on the high-earning spouse reaching age 70 and dying young.

Paper Proposes Low-Cost Way To Bring Financial Advice To Masses

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The strategy leans heavily on fixed-income solutions to offer financial advice to people with limited assets.

Help Your Clients Weather Inflation

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With tax-wise advice, you're showing investors how not just to weather inflation but also how to thrive.

No, Getting Married Isn't Always Financially Beneficial

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Before legally clients yoke themselves to another person, it's perfectly reasonable to pause and make sure it makes sense.

CI Financial To Acquire $6B AUM RegentAtlantic

by FA Staff

The deal is expected to push the fast-growing global wealth manager's U.S. assets past the $100 billion mark.

Academics Tout Use Of 401(k) Assets To Boost Social Security Income

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Americans could use 401(k) assets as "bridge" income to delay Social Security, Boston College researchers argue.

Biden Aims To Slash 'Time Tax' For Social Security, Storm Aid

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President Biden issues an executive order designed to streamline Americans' access to government benefits.

Wealthier, Healthier Households Keep Spending In Retirement, Study Says

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Wealthy retirees in good health spend at levels that defy conventional wisdom, according to a Boston College study.

A Simple Guide To Maximizing Retirement Income

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Here are three simple but essential steps to help maximize your clients' retirement income.

How Social Security Benefits Are Impacted When Clients Become Widows

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Advisors need to be aware of how their clients' Social Security benefits are impacted when their spouse dies.

Avoiding The Social Security Tax Torpedo

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Taxable income can generate a need to pay taxes on more of Social Security benefits.

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