Watch breaking news videos and read news updates about Social Security on investmentnews.com
Senators seek more retirement plan pop
Legislators looking for ways to boost Americans' savings for retirement and access to advice.
Social Security's rearview mirror: Retroactive benefits
How to maximize Social Security benefits for a married couple, both of whom turned 66 in January 2013, and are just now filing.
Is age 70 the new 65 for retirement?
Recent research shows that due to increases in Social Security's delayed-retirement credit, the real retirement age might now be 70.
Tax break for repaying Social Security benefits
Depending on your income, some of your Social Security benefits may be taxable. But if you repay benefits, you may be eligible for a deduction or credit.
Sometimes life is not fair – and neither is Social Security
A financial adviser's divorced mother will receive a small Social Security benefit. Meanwhile, her ex-husband's second family will receive far more.
How to hedge bets when claiming Social Security
The file-and-suspend strategy offers an added benefit: It can serve as an insurance policy if you change your mind and decide not to delay your benefits after all.
How long must clients be married to collect Social Security on each other? It depends
Rules differ for those currently married, widows/widowers and the divorced.
Best laid Social Security-claiming plans gone awry
If a client talks about claiming Social Security benefits before full retirement age that don't ring true, ask questions. It could make a huge difference in their long-term financial security.
When clients claim Social Security without telling you
Have a client who — unbeknownst to you — filed for Social Security benefits early? Mary Beth Franklin unwraps the two ways for beneficiaries to increase their benefits after initially claiming them.
Make sure clients road-test retirement
As baby boomers ap-proach retirement, they're likely to feel excited or afraid, or perhaps a bit of both. It's natural to have a range of emotions at such a significant point in life. Having the freedom from alarm clocks and meetings, and more time to pursue personal interests on a daily basis, is
Collecting Social Security on your ex – dead or alive!
When I go on public speaking tours around the county, I love to watch the faces of the audience when I talk about Social Security claiming strategies for divorced spouses . The response from some audience members can be described as shock and awe. But like all Social Security benefits, there are
The rise of Social Security zombies
Mary Beth Franklin dishes on how the Social Security Administration sends millions in benefits to deceased people...and how, in some cases, people who are very much alive are declared dead.
Standing up for SSA employees
Social Security employees are highly trained professionals who put the public's interest first.
Social Security benefits to increase 1.5% in 2014
Monthly Social Security benefits will increase Jan. 1, thanks to a 1.5% cost-of-living adjustment, the Social Security Administration said Wednesday. The 1.5% increase will be slightly below last year's COLA of 1.7% and below the average of 2.7% since 1990.
False alarm over Social Security rules for divorced spouses
False alarm over Social Security rules for divorced spouses What to do when you get the wrong answer from SSA Order Reprints I received a panicked e-mail from a reader recently, asking if Social Security had changed the claiming rules for ex-spouses. "A good friend of mine was just told by her
- Facebook's five-star ratings: The end of business pages for advisers?
- Pimco's El-Erian to step in to shore up $3B multi-asset fund
- Rebound in gold suits big guns Paulson, Soros
- New 3.8% surtax means new tax strategies for business owners
- Mountain of money in nontraded REITs continues to hold Wall Street's attention
Explore your opportunities and be informed for your next move.
Blaine Aikin CEO, fi360
Timothy Welsh, CFP President and Founder, Nexus Strategy, LLC
Justin Wisz Co-Founder & CEO, Vestorly