Social Security

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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.

Three Myths About The Bond Market

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The era of declining interest rates may have come to an end, and many investors don't seem to realize it.

Vanguard Says Even Affluent Earners May Face A Retirement Funding Shortfall

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Only exceptionally high earners are poised to fund all their retirement needs, according to a company study.

What To Tell Clients Rattled Over Social Security

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There are several ways to address clients' fears and steer your conversations down a productive path.

Rising Debt Among Retirees Requires Multiple Solutions, Report Says

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The report noted that some indebted retirees have the resources to manage their debt while others do not.

Nikki Haley Wants To Cut Social Security, But Only For The Wealthy

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The GOP presidential candidate's plan also includes raising the retirement age for younger workers.

U.S. Retirement Savers Risk Being Sucked Into Financial Vortex, Goldman Says

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Goldman found that student debt and caregiving requirements hinder people's retirement goals.

Social Security Timing Cracks Open The Door To Retirement Planning

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Everyone has questions about their Social Security benefits, no matter their income.

2024 Social Security COLA Seen Rising To 3.2%

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The increase would be higher than the 20-year average, the Senior Citizens League says.

Finra Bars Ex-Schwab Rep For Allegedly Pilfering Clients' Social Security Benefits

by FA Staff

Ethan Christopher Martin of Austin, Texas, allegedly stole the government benefits from three customers.

Retirement Withdrawals For Couples Are All About The Tax Brackets

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A couple's retirement withdrawals must take their brackets (and their children's) into account.

Teresa Ghilarducci Says Restoring Social Security Solvency 'Isn't That Complicated'

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The economist offers views on the U.S. debt, retirement age, Social Security and more.

Baby Boomers Are Overestimating Future Social Security Income

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The percent of pre-retirement income that Social Security replaces can vary greatly.

Mix Of Strategies, Products Best Optimizes Retirement Income, BlackRock Finds

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The financial giant encourages using annuities as well as delaying retirement and Social Security in a new white paper.

Youngest Baby Boomers' Pay In The U.S. Peaked When They Hit 45

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For people without a college degree, earnings even fell in later years, according to the Bureau of Labor Statistics.

What To Tell Clients Rattled Over Social Security

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There are several ways to address clients' fears and steer your conversations down a productive path.

Retirees Face $17,400 Cut To Social Security Benefits In 2033

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A new analysis shows the cuts Americans could see to Social Security benefits in 2033.

Only 10% Of Americans Say They Will Take Full Social Security Benefits

by FA Staff

Surveyed workers said they don't plan on waiting until age 70 to start taking benefits.

Social Security's 'Surprise Inside': Delayed Retirement Credits

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Here are some facts to have in your pocket when discussing clients' retirement income plans.

Biden's Pick to Run Social Security Drew Fire For Tax Hikes As Maryland's Governor

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If confirmed, Martin O'Malley would oversee one of the U.S.'s largest social programs.

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