Social Security

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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.

Younger Generations Unprepared For Wealth Transfer, NY Life Says

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A company survey found inheritors are anxious about the money they're about to get.

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.

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