Social Security

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  1. Articles

    Lifetime retiree health care cost projections up 6.5%

    Retiree health care costs continue to rise at a faster pace than general inflation and annual cost-of-living adjustments for Social Security benefits. As a result, retirees will spend increasingly larger portions of their retirement benefits to pay for health care costs over their lifetime.A

  2. Articles

    Retirement plan advisers are preparing for major changes

    Experts weigh in with best practices retirement plan advisers should make sure they have in place given pending industry shifts

  1. Articles

    Suit against Social Security may shake up planning for LGBT clients

    Couples file suit against agency, as Social Security attempts to recoup benefit overpayments.

  2. Articles

    Help clients navigate new landscape

    Continued work - sometimes in a new field - is becoming the norm and requires planning

  3. Articles

    Four strategies to boost Social Security benefits

    Financial advisers can help clients make the most of their benefits by considering key details about their age, marital status and work history.

  4. Articles

    Social Security's negative returns

    Payroll tax contributions exceed lifetime benefits for most workers. (Hear Mary Beth Franklin answer advisers' questions on Social Security today at 4 p.m.)

  5. Articles

    Stop guesstimating, or worse, ignoring, your clients' health care costs in retirement

    Software is available that gives advisers a fighting chance of determining long-term care costs and the need for insurance.

  6. Articles

    Oscars shine light on Alzheimer's costs

    Financial advisers can help clients take early steps to plan for the progressive disease.

  7. Articles

    The art and science of longevity

    Advisers' responsibility to make sure their clients are prepared for the challenges and opportunities that come with extended life expectancies.

  8. Articles

    Social Security rules for divorced public employees

    Divorced couples who were married for at least 10 years can claim Social Security benefits on each other's earnings records as if they are still married. But questions may arise when one of the ex-spouses is a public sector employee.Last week, an adviser asked me if her client's Social Security

  9. Articles

    Testing Social Security 'what if' scenarios

    Increasingly, financial advisers are helping their clients realize that when they retire and when they begin to collect Social Security benefits are two separate decisions. Stopping work does not necessarily mean it's time to claim Social Security, particularly if clients can rely on other sources

  10. Articles

    How to best minimize taxes during retirement

    Combine tax-efficient withdrawals and Social Security claiming strategies to improve retirement outcomes.

  11. Articles

    Obama backs Social Security spousal benefits for same-sex couples

    President's $4T budget proposal includes a major change to the Social Security Act that would allow same-sex couples to receive spousal benefits even if they live in states that don't recognize such unions.

  12. Articles

    Social Security reaches 75th anniversary of first monthly retirement check

    Retirement benefits underscore the value of lifetime income, inflation protection.

  13. Articles

    What Obama's attempt to tax 529 plans says about the safety of Roth IRA assets

    Changes could spark revolt, but 'when Congress needs dollars, they're going to get them,' one adviser says.