Social Security

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  1. Articles

    Lump sum Social Security payments only for the living

    What would happen if a client who had filed and suspended his Social Security benefits at his full retirement age of 66 died before collecting his benefits?

  2. Articles

    Rethinking the traditional retirement income glide path

    A few years ago, the Principal Financial Group published a white paper comparing two of the most popular retirement income strategies: systematic withdrawals and the bucket strategy. The paper found that a bucket strategy, which assigns a different pot of money to a defined time period based upon a

  1. Articles

    Holiday spending can't come soon enough for the economy, markets

    On today's Breakfast with Benjamin menu: Investors banking on holiday spending. Plus: Less-secure Social Security, when gold and platinum run in stride, Facebook is now bigger than IBM, and the tired saga on endless office meetings.

  2. Articles

    Early filers cannot choose their Social Security benefits

    Retirees can only restrict claims to spousal benefits if they wait until their full retirement age to file for benefits.

  3. Articles

    Social Security cost-of-living adjustment to rise less than 2% again in 2015

    Social Security Administration says benefits will rise 1.7% next year, coming to about $20 extra per month, which some argue won't cover health care inflation.

  4. Articles

    The regulatory hits keep coming for LPL Financial

    The rest of this week's must-read stories include Betterment's robo-adviser for humans, big changes afoot in Social Security, and a focus on picking the right alternatives for clients

  5. Articles

    The new and improved Social Security statements

    Unlike the previous version, the mailed one now highlights full retirement age.

  6. Articles

    3 risk-related reasons to put off claiming Social Security

    The choice of when and how to claim Social Security benefits can affect the three biggest financial risks that retirees encounter.

  7. Articles

    How public employees can get around Social Security restrictions

    Specific steps can minimize the bite of rules that reduce or eliminate Social Security benefits for public workers.

  8. Articles

    A 401(k) conundrum: Can you make cash pile last for life?

    Little thought – or government help — is given to the question of how to make withdrawals from a retirement plan

  9. Articles

    Some earnings don't reduce Social Security benefits

    Bonuses, vacation pay and commissions don't count toward earnings test, but book royalties do.

  10. Articles

    Social Security cost-of-living adjustments projected to increase slightly in 2015

    Social Security benefits are likely to increase by 1.7% in 2015, slightly more than this year’s 1.5% increase but still well below average increases over the past few decades, according to an unofficial projection by the Senior Citizens League. The Social Security Administration will issue an

  11. Articles

    Why financial advisers still hate reverse mortgages

    A reverse mortgage is a little like a car airbag. It's nice to know it's there. But if it ever has to be used, the driver's already in trouble.New regulations are supposed to improve the unsavory reputation of reverse mortgages, which are loans against a home that don't need to be repaid until the

  12. Articles

    Dispatch from the retirement front

    InvestmentNews contributing editor gives an update on how life has changed since her husband retired.

  13. Articles

    Strategies arise to take advantage of new IRS after-tax rollover

    Though after-tax dollars in a 401(k) can now be rolled into a Roth IRA, few employers accept such contributions.