Social Security

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An Accountant Navigates Cloudy Elder Abuse Cases

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Karen Webber helps law enforcement by sifting through the bank accounts of defrauded seniors.

Social Security Change Could Cost Couples $100,000

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Advisors are contacting clients to warn them of the loss of the file-and-suspend strategy.

Slowing Growth Clouds Retirement Picture

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JP Morgan says diminished global growth will change the way advisors and individuals craft retirement plans.

Social Security Replacement-Rate Debate Matters For Clients

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Does it replace 40% or 60% of pre-retirement income? The answer matters very much for retirees.

What The 2016 Social Security Changes Mean

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Your old plans are not irrelevant.

Human Capital And Asset Allocation

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Should a client’s job dictate what’s in his or her investment portfolio?

Oldest Boomers Face Big Birthday

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Advisors need to make note of financial decisions facing baby boomers who are turning 70.

Flexible Work Environment Needed For Those Who Don't Want To Retire

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A new study says aging employees want to keep working but need more help from employers to do so.

Raising Retirement Age Disproportionately Hurts Poor, Study Says

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Policies that delay retirement could hurt lower-earning less-educated workers more than richer ones.

When It Makes Sense To Collect Social Security Early

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Planning when to start benefits got more complicated now that two popular strategies were eliminated, says this accountant.

Ohio Proposal: Deduct Social Security From Unemployment Benefits

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Ohio may become the only state to deduct 100 percent of Social Security benefits from unemployment insurance payments.

Five Things For Advisors To Watch For In Washington During 2016

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Here's what's brewing in D.C. that will have the most impact on financial advisors, says our Washington correspondent.

Make Your Clients' Holidays Bright With A Roth Ira Conversion

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The case for conversion is more compelling than usual this year for investors holding IRA investments that have declined in value.

Parent Trap Involves $71 Billion Of Federal Education Debt

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About 17 percent of parent loans held by borrowers 65 to 74 were in default in 2013, and older borrowers who default on education debt can have Social Security payments garnished.

Social Security Benefits For Same-Sex Couples In Legal Limbo

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Nearly six months after the Supreme Court's ruling legalizing same-sex marriage, the Social Security Administration is dragging its feet on implementing changes to its benefit eligibility policies.

Top Obamacare Official Makes Tweaks As Insurer Complaints Grow

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To reduce turbulence in Obamacare’s fledgling insurance markets, the Obama administration’s top health official is pushing to get more information to consumers about what they’ll actually pay...

Post-Retirement Spending Varies Dramatically, Study Indicates

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There’s no one-size-fits-all advice for workers on post-retirement spending, a new study by the Employee Benefit Research Institute indicates.

Senator: Disability Insurance Claims Backlog Hurts The Infirm And Taxpayers

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The long backlog Social Security Disability Insurance applicants face for benefit decisions is hurting them and taxpayers, an Indiana senator said.

Budget Deal Could Cost Couples Big Money In Social Security Benefits

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The deal would end the lucrative file-and-suspend strategy that allows some married couples to collect more than others in benefits.

Should Medicare Rate Hikes Force Clients To Take Social Security

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Medicare costs may go up for 15 million participants not on Social Security, but starting Social Security benefits probably doesn't make sense.

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