Social Security

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Social Security To End 'Clawback Cruelty' On Benefit Overpayments

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The program would reduce withholding on overpayments from 100% to 10%, the program's commissioner said.

Retirement Optimism Is Returning To The Workforce, EBRI Says

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After retirement confidence fell off a cliff in 2022, rising wages may be boosting spirits, researchers said.

The Perils Of Middle-Class Retirement In America

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Bold reform is urgently needed for America's retirement system--and surprisingly possible.

Ultra-Rich Should Pay To Save Social Security, Swing-State Voter Poll Shows

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Seventy-seven percent of voters in the seven swing states like the idea.

Gen X Needs Social Security Planning Now

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Gen X is waiting at the door for lessons in Social Security. Show them you haven't forgotten them.

Beyond The Alphabet Soup: What Advisors Need To Know About Medicare

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The national healthcare system for the aged is so complicated it can confuse even financial professionals.

The Risk Of Taking Social Security Early

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People are afraid the program will run out of funds, but they risk a 50% cut in benefits if they take money out early, says this expert.

How Long And Bright A Future?

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Laura Carstensen's new book is a must-read for financial advisors.

How Early Retirees Can Slash Healthcare Costs By Delaying Roth Conversions

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It may be best to reserve your client's Roth conversion between the ages of 65 and 70.

Raising Social Security's Retirement Age Is The Least Bad Option

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Facing a $150 billion shortfall this year alone, the program requires radical measures to shore it up.

Social Security To End 'Clawback Cruelty' On Benefit Overpayments

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The program will reduce withholding on overpayments from 100% to 10% starting Monday, the program's commissioner said.

Should 'Expat' Retirees Worry About Their Social Security Benefits?

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Social Security benefits for U.S and Non-U.S citizens retiring in other countries depends on several factors.

Fearful Clients Who Take Social Security Early Face 50% Benefits Cut, Expert Says

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Advisors need to make sure people afraid the program will run out of money act rationally, benefits expert Mary Beth Franklin said.

Preparing For Higher RMDs This Year

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A good year in the markets also means higher required distributions from retirement accounts.

New Bill To Raise Social Security Payroll Tax Cap, Eliminate Taxes On Benefits

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The Social Security Administration said the bill would keep the program solvent through 2054.

Most Near-Retirees Flunk Basic Social Security Benefits Quiz

by FA Staff

Fewer than 1% answered all 13 true-or-false statements correctly on an online quiz by MassMutual.

Prominent Social Security Analyst Announces Retirement

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The Senior Citizen League's Mary Johnson has been a reliable source of annual COLA increase projections.

Your Client's 401(k) Will Be Gone Within A Decade

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The intellectual case for getting rid of tax-advantaged retirement plans is strong, and the political case is catching up.

A Bold New Choice For Retirement Security

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This remarkable solution to enhance retirement security is found in the most unlikely of places: life insurance.

New Bill To Raise Social Security Payroll Tax Cap, Eliminate Taxes On Benefits

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The Social Security Administration said the bill would keep the program solvent through 2054.

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