Social Security

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  1. Articles

    How to help clients invest for college without sacrificing retirement

    Striking a balance between saving for college and retirement is important, because emphasizing one over the other can ultimately jeopardize both.

  2. Articles

    When both spouses lose some or all of their Social Security benefits

    Excess earnings before full retirement age can reduce payments to both spouses.

  1. Articles

    Social Security's $12.4 million error

    Agency overpays spousal benefits to some public employees, underpays others.

  2. Articles

    Saving for retirement should be advisers' top priority: Wharton's Marston

    Finance prof says advisers not getting message of the value of delaying Social Security until 66 across to clients.

  3. Articles

    Getting the message: Social Security claimants are waiting past 62

    Shifts in workplace retirement benefits, other factors, encourage more people to wait to claim benefits.

  4. Articles

    The ETF craze crosses a huge hurdle

    Breakfast with Benjamin: Over the last 12 months, investors pumped more money into ETFs than mutual funds for the first time ever.

  5. Articles

    The do's and don'ts of retirement planning

    If you really want to develop best practices for your retiring clients, stop being an asset manager and become a plan manager.That was the message from one of the speakers at a panel on decumulating assets at InvestmentNews' annual Retirement Income Summit in Chicago on Monday. Phil G. Lubinski,

  6. Articles

    Missed Social Security claiming opportunity costs client more than $29,000

    Which is harder to swallow: realizing that your advice cost a client more than $29,000 in lost Social Security benefits or owning up to the mistake?

  7. Articles

    Advisers ramp up efforts to create tax-conscious retirement withdrawal strategies

    Advisers ramp up efforts to create tax-conscious retirement income withdrawal strategies with an aim to extend the life of clients' nest eggs.

  8. Articles

    An adviser's retirement income software toolbox

    Software that helps with issues ranging from health care costs to tax-efficient withdrawal strategies

  9. Articles

    Dying penniless: It's not just the poor

    Nearly a quarter of retirees 85 and older are dying with assets of less than $10,000

  10. Articles

    Singles can file and suspend Social Security benefits

    But this creative claiming strategy stumps some Social Security Administration employees.

  11. Articles

    Social Security closes claiming loophole for people with disabilities

    A minor change in the Social Security Program Operations Manual System late last year that resulted in a big change in the rights of people who receive Social Security disability benefits.

  12. Articles

    Social Security consolation prizes for divorced spouses

    Ex-spouse can claim independently and is not subject to family maximum limit.

  13. Articles

    Income spike can reduce Social Security benefits

    Retired clients are often surprised — and sometimes angry — when they receive a notification from the Social Security Administration that their monthly Social Security benefits will decline for the coming year. Naturally, those clients turn to their financial advisers for help.The culprit? An