Social Security

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  1. Articles

    Social Security changes sting women retirees

    New rules limiting claiming strategies could make it more difficult for many women to maximize their benefits.

  2. Articles

    Top questions about new Social Security claiming rules

    Mary Beth Franklin's virtual mailbag is bursting at the seams with questions from InvestmentNews readers about how new regulation will affect Social Security claiming strategies for current and future retirees. Here she offers some answers.

  1. Articles

    Software companies race to update Social Security advice

    There's nothing like a bit of stealth legislation that upends the Social Security advice industry to figure out who is on top of their game — and who is not.Buried in the budget legislation designed to avoid a government shutdown was the elimination of two key Social Security claiming strategies

  2. Articles

    How to help as 2 Social Security claiming strategies exit

    Advisers undoubtedly are going to have to deliver some bad news, but not delivering it would be even worse for clients.

  3. Articles

    Bill would give one-time extra Social Security payment to all recipients

    Sen. Elizabeth Warren, D-Mass., introduced legislation paying $581 to each person receiving retirement benefits to offset no cost of living adjustment in 2016.

  4. Articles

    Michael Kitces breaks down the Social Security claiming changes

    Age 65 1/2 or older by Oct. 30, 2015(born April 30, 1950, or earlier) Age 62 or older in 2015(born 1953 or earlier) Under age 62 in 2015(born 1954 or later) Currently married File and suspend Still available at FRA*, must file by April 30, 2016 Not eligible Restricted application Still availabe at

  5. Articles

    Social Security claiming strategy triage

    It's time for financial advisers to figure out which clients can still take advantage of valuable claiming strategies before the door shuts forever. Plus: How new Social Security rules will upend planning

  6. Articles

    BlackRock launches retirement income calculator

    Platform, using the money manager's index and risk analytics, seeks to help advisers push clients to save more.

  7. Articles

    Advisers rethink retirement plans amid Social Security changes

    Advisers will be looking for ways to make up for a retirement income shortfall.

  8. Articles

    Social Security strategies grandfathered for existing claimants

    Social Security strategies grandfathered for existing claimants File and suspend available for six more months Oct 29, 2015 @ 1:19 pm By Mary Beth Franklin + Zoom The window is closing on exercising creative claiming strategies to maximize Social Security benefits, but retirees who are already

  9. Articles

    Game almost over for Social Security claiming strategies

    Congressional budget deal provision could affect current and future retirees.

  10. Articles

    Budget deal would nix popular Social Security claiming strategies

    Loss of file and suspend and some spousal benefits could catch near-retirees off guard.

  11. Articles

    Don't abandon Social Security strategy to avoid Medicare hike

    Don't abandon Social Security strategy to avoid Medicare hike Short-sighted remedy is like 'prescribing a lobotomy for a headache' Oct 26, 2015 @ 5:23 pm By Mary Beth Franklin + Zoom Ever since the Social Security Administration announced that there would be no cost-of-living adjustment for

  12. Articles

    The Social Security survivor benefit do-over

    The Social Security survivor benefit do-over Widows and widowers can repay benefits and collect higher amounts later Oct 19, 2015 @ 6:21 pm By Mary Beth Franklin + Zoom I have been a road warrior lately, traveling all across the country from New York to Los Angeles spreading the word about smart

  13. Articles

    Hedging against triple whammy of Medicare price hikes

    The price tag for Medicare is expected to swell dramatically Jan. 1 as the result of several factors. It's expected that: