Social Security

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America's $7 Trillion Retirement Crisis Is Only Getting Worse

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About half of private-sector workers don't have an employer-sponsored retirement plan.

Social Security Options For Clients ‘Unretiring'

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Useful information to share with clients who are considering returning to work.

Retirees' Social Security Income Is Being Eroded By Medical Costs, Study Says

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Out-of-pocket medical expenses are typically consuming about 25% of Social Security benefits, the study said.

2023 Estimated Social Security COLA Down To 9.6%

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That's lower than an earlier 10.5% estimate, but it would still be the biggest increase since 1981.

Retirees On Track For 11.4% Social Security Raise In 2023

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The increase could add $2,280 a year to retiree benefits.

GOP's Ron Johnson Faults ‘Entitlements,' Handing Democrats A Weapon

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Johnson endorsed the idea of Congress annually debating the funding for the programs like any other budget item.

How Roth Conversions Can Reduce Sting Of Social Security, Medicare Hikes

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A key to the strategy is to lower required minimum distributions that can result in higher marginal tax rates.

Inflation Is Even Worse If You Measure It The Proper Way

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Right now monthly core inflation is clearly accelerating.

New 2023 Social Security COLA Estimate Jumps To 10.5%

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The increase is 1.9 percentage points more than May's 8.6% estimate and could be the biggest since 1981.

4 Key Social Security Claiming Strategies For Widows

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A widow should compare the maximum survivor benefits and her retirement benefits at age 70, a Social Security expert said.

How Timed Retirement Withdrawals Can Reduce Taxes

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Clients may want to pre-empt the extension in RMD age requirements to save on taxes, two Social Security experts said.

Sanders, Warren Propose Social Security Tax Hike On Wealthy

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The proposal would lift the $250,000 annual income cap on Social Security taxes.

Social Security Gains A Year Before Trust Funds Bust

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The Social Security and Medicare Board of Trustees projects a depletion in funds in 2035.

Front-Row Retirement

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You can't always see the action of the play when you're in the audience.

DOL Rule Would Reduce Middle-Class Retirement Savings By $140B, IRI Says

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The group claims the middle-class, especially Black and Latino investors, would be most hurt by the fiduciary rule.

Advisors Say Recent Retirees Are Prepared For Volatility

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These clients trust their plans, leaving panic to the unadvised, advisors say.

Retired Couples Face $315,000 In Healthcare Expenses, Fidelity Says

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Yet surveyed Americans expect their retirement healthcare costs to only amount to $41,000.

2023 Social Security COLA Increase Could Be Biggest Since 1981

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The estimated increase could be 8.6%, the highest since 1981, according to data from the Senior Citizens League.

How To Navigate Turbulent Stock Market Depends On When You Want To Retire

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Experts say that it pays to keep calm and not make any drastic, stress-fueled decisions.

How Clients Can Ease The Sting Of Medicare's IRMAA Fee

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Medicare recipients can even see their fees rise for selling a home or Roth conversions, advisors warn.

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