Social Security

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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.

Two Social Security Do-Overs To Maximize Income

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Clients can see their benefits increase 8% per year by suspending them or starting them over later.

Social Security Benefits For Those Not Born In The U.S.

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Permanent legal residents can qualify for Social Security benefits provided they meet the eligibility guidelines.

Get Ready For Higher RMDs This Year

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

Rubin Says U.S. In A ‘Terrible Place' On Deficit, Urges Tax Hikes

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The former Treasury Secretary estimated that about 60% of the increase in debt from 2000 to 2022 came from tax cuts.

The 4% Rule: ‘Neat, Plausible And Wrong'

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The rule fails to provide the personalized approach needed in retirement planning.

How To Make The Most Of Retirement Savings In 2024

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Seven ideas for how to save smarter, from automation to rollovers and Roths.

Two Social Security Do-Overs To Maximize Income

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Clients can see their benefits increase 8% per year by suspending them or starting them over later.

Even The Social Security Administration Plays ‘Secret Santa'

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Here are a few ways the agency bestows financial security to its beneficiaries and their survivors and dependents.

UnitedHealth Sees 2024 Medicare Enrollment Below Estimates

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It's a sign of slowing growth in a business that has powered insurers' earnings for years.

Social Security Remains Unsustainable

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Cuts will happen unless Congress closes the gap between tax revenue and promised benefits.

Working With Grieving Spouses And The Social Security Administration

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Advisors must be prepared when clients meet with the Social Security Administration.

Social Security Is Nearing A Crisis

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Social Security is expected to exhaust its financial reserves in 2033, when benefits will automatically be cut by a quarter.

Michael Kitces Warns Advisors About Sequence Risk, Defends 4.0% Rule

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The risk that Americans will face poor returns early in retirement is greater than it's been in years, he says.

New Tool Offers Help Maximizing Social Security Benefits

by FA Staff

The RSSA Roadmap is designed to help advisors and consumers devise a strategy for claiming benefits.

Social Security Bump Won't Calm Retiree Money Worries

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Workers are increasingly concerned about potential cuts to Social Security benefits in the coming decade.

When The Initial Plan Fails, Retirees Need A Plan B, Transamerica Says

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Policymakers have an important role to play in people's successful retirements.

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