Social Security

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Should Wealthy Clients Delay Drawing On Social Security?

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Advisors say there are circumstances where wealthy clients may want to take their benefits early.

2024 Social Security COLA Estimated At 3%

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That forecast reflects a jump from 2.7% forecasted by the Senior Citizens League last month.

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.

Advisors Need To Rethink Retirement Income, Reichenstein And Meyer Say

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William Reichenstein and William Meyer say marginal tax rates need to be used for calculating withdrawal rates.

Time Is Running Out To Avoid Cuts To Social Security Benefits

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Experts in how the program works share their ideas on how to modernize the safety net and make it sustainable.

Research On Aging Is Moving At The Speed Of AI

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Much longer lives could present an even greater need for protected lifetime income.

Longer Lifespans Demand New Advisor Playbook, Ric Edelman Says

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“Too often I've discovered financial advice is rooted in the past," Edelman said.

Raising Social Security Full Retirement Age To 69 Eyed By House Conservatives

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The proposal would gradually increase the retirement age to 69 years old by 2033.

Generation X Not Ready For Retirement: Prudential

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The firm found that 35% of Gen Xers have less than $10,000 saved.

Biden-McCarthy Debt Limit Deal Puts Government Services On A Diet

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The deal doesn't touch most of the fast-growing entitlement programs like Medicare, Social Security or Medicaid.

Could $25 Billion In Social Security Payments Force A Debt-Limit Deal?

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The debt-ceiling crisis could potentially lead to Social Security payment delays for millions of Americans.

Connecticut's $600 Million Plan To Narrow Wealth Gap: Give Kids Trust Funds

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Connecticut and Washington, DC, both approved baby bond programs in 2021, and several other states have considered the idea.

U.S. Retirement Savings Shortfall Will Cost $1.3 Trillion

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Inadequate retirement savings will result in higher public assistance costs, a Pew Charitable report says.

Beware Marginal Tax Rates And Social Security, Expert Warns Retirees

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Retirees can avoid high marginal tax rates with Roth conversions, said William Reichenstein.

5 Ideas For Clients To Delay Social Security Until Age 70

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Social Security generously rewards those who delay until age 70.

Millennials Harbor Unrealistic Retirement Goals, Study Says

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The generation also is more reliant on defined contribution plans than others, according to Natixis Investment Management.

Social Security Advice Should Be Part Of Client Condolences

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Let grieving clients know that you are available to help them sort through their Social Security benefit options.

How To Spare Clients Stress And Taxes Solving The Retirement Mortgage Question

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Financial decisions that seem to make sense in the moment can in the long run cost individuals in both money and stress.

Getting The Highest Social Security Benefit Is More Crucial Than Ever

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A new report says the Social Security Trust Fund's ability to pay in full may run out earlier than forecast.

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