Social Security

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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.

Preparing For Higher RMDs This Year

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

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.

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.

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