Social Security

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  1. Articles

    Consumers lack detailed knowledge of Social Security

    New survey finds advisers can play crucial role in maximizing clients' benefits.

  2. Articles

    Complex Social Security rules for divorced spouses

    One of the least understood rules for claiming Social Security benefits pertains to the rights of divorced spouses.A recent joint study conducted for the AARP and the Financial Planning Association found that only 26% of married or previously married consumers who participated in the online survey

  1. Articles

    How Social Security claiming strategies affect Medicare premiums

    One strategy may protect you from higher premiums in 2016; the other won't.

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    Social Security filing tip: Don't let clients file early

    Every year, Americans give up thousands of dollars of income by filing for Social Security benefits too early. New study finds a third of people who file early had enough assets in IRAs to make up for two years of Social Security checks.

  3. Articles

    Social Security benefits for remarried widows and widowers

    When a widow or widower, or a surviving ex-spouse, waits until age 60 or later to remarry, they preserve the right to collect Social Security benefits on their deceased spouse's earnings record.If they are entitled to their own Social Security retirement benefit as well, it presents some

  4. Articles

    Worst-case scenario for Medicare premium hike in 2016

    By now, most InvestmentNews readers know that there probably will not be a cost-of-living adjustment in Social Security benefits next year (as I first reported in earlier this month). This would be only the third time in the past 40 years that no COLA would be paid on Social Security benefits.Those

  5. Articles

    How and why to file for Social Security benefits online

    Given long waits on the phone or for in-person appointments, online applications could be the best way to go.

  6. Articles

    Health care costs can derail retirement plans

    Paying for health care has rarely been considered a major threat to retirement budgets, but with health care inflation driving costs higher, increased longevity and Medicare means-testing imposed on higher-income retirees, that's changing fast.

  7. Articles

    Delaying Social Security may boost Medicare costs

    Clients who elected to file and suspend their Social Security benefits will be hit with a big Medicare Part B increase next year but don't panic. Delaying is still a good strategy.

  8. Articles

    Double whammy: Potential lack of COLA could mean higher Medicare premiums

    If there's no Social Security cost-of-living adjustment, advisers will need to plan for significantly higher health costs for some clients.

  9. Articles

    Then and now: A look back at Social Security's 80-year history

    The program's anniversary underscores its crucial role in retirement security.

  10. Articles

    Social Security makes the Republican presidential debate

    Social Security had a brief mention at the first Republican presidential candidate debate for the 2016 election on Thursday night, with two of the 10 highest-polling Republican candidates discussing it.New Jersey Gov. Chris Christie, who plugged a 12-point entitlement reform plan, proposed raising

  11. Articles

    Presidential candidates can't ignore Social Security

    Exhaustion of disability trust fund in 2016 should force discussion of long-term financing issues.

  12. Articles

    Social Security cost-of-living adjustment unlikely for 2016

    High-income retirees could see net benefits decline as their Medicare premiums rise.

  13. Articles

    Puerto Rico's default could ripple through average Americans' portfolios

    Breakfast with Benjamin: Puerto Rico has missed a debt payment. How will the fallout be felt by average Americans?