Social Security

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TIAA, IRI Back Bill Requiring Retirement Plan Income Projections

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The proposed legislation would require retirement plans to project the lifetime income of an individual's savings.

Beating Conventional Wisdom Using Roth IRAs

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The best withdrawal outcomes require sophisticated analysis.

Social Security Admin Slammed For Ignoring GAO's Advice

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The congressional watchdog claimed Social Security has ignored 90 percent of its recommendations since 2011.

The Rich Are Living Longer And Taking More From Taxpayers

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Social Security and other government programs, such as Medicare, are becoming a much better deal for well-off Americans.

Financial ‘Blind Spots’ Are Hurting You And Your Clients

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Why ignoring strategies that incorporate reverse mortgages can be costly.

Some People Can Now Apply Online For Joint SSI, Disability Benefits

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To be eligible to apply online, a person must meet certain criteria.

Senior Political Clout Growing As Nation Ages, Says Senator

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Senator Collins says older Americans are receiving better treatment in a panoply of areas.

Retiring Baby Boomers Struggle with Debt, Credit Management

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According to TransUnion, baby boomers are struggling to manage their credit around retirement.

Sanders’ Social Security Plan

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Bernie Sanders announced legislation that promises to expand Social Security benefits and stabilize the system for decades.

More Americans Live In Fear Of Retiring Poor

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The senior citizen poverty rate could approach levels not seen since the Great Depression, a report says.

As The Baby Boomers Retire, Many Don't Get Financial Advice

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It's not just Americans -- retirement advice eludes many throughout the English-speaking world.

The Facts About Social Security, Medicare May Surprise You

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One, Social Security does matter for your high-income clients. Two, Medicare is not facing a financial crisis.

Trump Immigration Moves Could Mean Big Bills For Seniors

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With a reduction in immigrants, home-care costs may soar.

Sanders Suggests Upping Social Security Tax Cap On Incomes Over $250K

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Only incomes above $127,000 and below $250,000 would be exempt under the Vermont senator's plan.

More Americans Are Retiring Abroad—But Do They Have a Plan?

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The number of Americans retiring abroad has steadily increased over the past 15 years.

Rethinking Retirement Liability

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By using a different kind of metric, we can better imagine what retirees will need in the age of longevity.

House Tax Chief Brady: Social Security Changes Not Coming Soon

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“Social Security is not the focus of Congress today,” said the House power.

Controversial Pick For Budget Director Says National Debt Needs Fast Action

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Bernie Sanders says Mick Mulvaney’s philosophy is opposite of Trump’s vow not to cut Social Security or Medicare.

Student Loan Debts Plague Older Americans

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The number of people over age 60 who owe student loans has quadrupled in a decade, says a federal report.

Get Ready To Pay $500 More In Taxes

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Why an automatic change in a Social Security rule may sting in 2017.

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