Social Security

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Medicare Is Removing Social Security Numbers From New Cards

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Advisors can help alert clients to scams involving the theft of the numbers from the current cards.

Affluent 'Terrified' Of Health-Care Costs, Advisors Aren't Addressing It

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Most of the survey respondents, all in their fifties, said health-care costs are "out of control."

Nearly Half Of Americans Still Don’t Understand Social Security

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Nearly half of Americans age 50 and over failed a basic true/false quiz on Social Security posed by MassMutual.

Six Reforms To Help Jumpstart The U.S. Economy

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The reforms would make for a healthy economy that would help financial planners, said economist Douglas Holtz-Eakin.

Trimming Taxes With A ‘Dynamic’ Roth Conversion

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A poorly executed retirement strategy could cost clients tons of money.

Social Security Recipients May Get Less Than They Think

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Social Security's cost-of-living increases don't keep up with retirees' real costs, advisors say.

Advisors Say Clients Unrealistic About Quitting Jobs And Retiring

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A new national study says the best way for Americans to close the retirement savings gap is to work longer.

Social Security Underpaying Widowed Spouses, Report Finds

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A full 82% of widowed spouses are are being underpaid, says an Office of the Inspector General report.

GOP Laying Groundwork To Cut Future Social Security, Medicare, Welfare Outlays

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Now that tax reform is almost complete, GOP leaders are eyeing cuts in entitlement programs such as Social Security.

New Bipartisan Bill Strengthens Social Security’s Representative Payee Program

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The program handles the payments of people who can’t manage their benefits themselves.

Think Shorter-Term For HNW Clients’ Tax Planning

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Accountants help answer your clients’ key question: How far ahead should I plan?

Rubio: Offset Tax Cuts By Reducing Social Security, Medicare Benefits

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Reforms to reduce benefits and raise the retirement age will mitigate the pain, he said.

What Happens To Retirement Planning If Social Security Benefits Are Cut?

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Be prepared for changes in the Social Security system, but don't be scared by them, advisors say.

Medicare Should Warn Enrollees On Steep Late Sign-Up Penalties

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A bill introduced with bipartisan support last week in the U.S. Senate would require it.

Biggest Bump In Years For U.S. Retirees Amounts To $27 A Month

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Social Security recipients will see a 2 percent bump in their benefits next year.

Clock Running Down On Social Security, Medicaid Fixes, Former Trustees Report

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Up to 23 percent of Social Security benefits and 14 percent of Medicaid benefits could disappear by 2034, a report says.

Want To Ditch Social Security Numbers? Try Blockchain

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Governments outside the U.S. have set up modern identity systems that allow citizens to share and protect their personal information.

White House, Equifax Agree: Social Security Numbers Must Go

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The Trump administration is exploring new technologies to replace the Social Security number as a personal identifier.

5 Signs Elder Care Is Ruining A Client's Retirement

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If clients don't take precautions, the care they give to an elderly parent could destroy their retirement plans.

Equifax Break-In May Produce Big Problems For Your Clients This Tax Season

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Here's how you can help clients recover from tax-related ID theft.

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