Results for "social security"

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8 ways to boost Social Security benefits

August 16, 2018

President Franklin D. Roosevelt signed the Social Security Act into law 83 years ago, on Aug. 14, 1935, creating the first nationwide safety net for American retirees. During a recent summer road trip, I visited Roosevelt's bucolic Hyde Park...

Claiming Social Security early has lasting impact on survivors

August 14, 2018

I received an urgent email from a financial adviser this week asking whether his terminally ill client should file immediately for Social Security so he wouldn't miss out on claiming his benefits before he died. While that may seem like a logical...

Social Security finances worsen as reliance on the program increases

August 9, 2018

You've heard of good news/bad news stories. This one is a bad news/worse news version. Two new reports from the University of Pennsylvania's Wharton School of Business document an increase in American retirees' reliance on Social Security income...

Wages can boost Social Security taxes, Medicare premiums

August 7, 2018

My recent column on how income from a job can temporarily reduce or even eliminate Social Security benefits claimed before full retirement age prompted some interesting questions from readers. Those questions allow me to clarify how earnings...

7 surprising facts about the Social Security earnings test

July 31, 2018

Questions from InvestmentNews readers tend to run in cycles. This month, the Social Security earnings test seems to be a popular topic with financial advisers and their clients who want to claim benefits early but plan to keep working. That...

Working longer is best way to boost retirement income

July 25, 2018

Working a few years longer has a much bigger impact on improving retirement income security for older workers than boosting 401(k) contributions during the last decade of work, according to new research published by the National Bureau of Economic...

Social Security scam alert

July 17, 2018

Here's the latest identity theft scam to warn your clients about: suspicious phone calls that claim to be from the Social Security Administration. Don't fall for it, warned Gale Stallworth Stone, acting inspector general of the SSA. In one case,...

What older people should consider when starting a business

July 3, 2018

Andrew S. Morrison, 62, doesn't see himself playing golf anytime soon. When he left his post as a senior vice president at a health insurance company in 2013, he consulted for a couple of years, but found the work wasn't challenging. So in 2016,...

Social Security benefits lost 34% of their buying power since 2000

June 21, 2018

Social Security benefits have lost more than one-third of their buying power since 2000, according to a new study released Thursday by The Senior Citizens League, a nonpartisan advocacy group. "This is the biggest loss of buying power recorded...

2034 is a pivotal year for Social Security

June 5, 2018

The combined reserves of the Social Security trust funds are expected to be depleted in 2034, the same time frame projected last year, according to the latest annual report from the Social Security and Medicare Board of Trustees released Tuesday....

2019 Social Security cost-of-living adjustment could top 3 percent

June 4, 2018

The annual Social Security cost-of-living adjustment for 2019 could top 3% in 2019, which would be the largest increase in seven years, according to a new estimate released by The Senior Citizens League, a nonpartisan advocacy group representing...

A global call to modernize retirement systems

May 29, 2018

Worrying about the future of retirement is not a uniquely American concern. It is a global phenomenon. Almost half of today's workers and retirees worldwide believe that future generations of retirees will be worse off than those currently in...

Almost half of near-retirees fail basic Social Security quiz

May 15, 2018

Near-retirees still have a lot to learn about Social Security retirement benefits and may be leaving money on the table, according to a new consumer poll released Tuesday by Massachusetts Mutual Life Insurance Co. Nearly half (47%) of Americans...

Social Security's most confusing rules

May 9, 2018

I've just returned from the annual InvestmentNews Retirement Income Summit in Chicago. It is one of my favorite conferences of the year, not just because of the excellent content, but because it provides me an opportunity to meet with readers...

Countdown to retirement

May 3, 2018

I celebrated a major milestone with a group of friends recently. We met as newly minted teenagers in 1968 when we were freshmen in high school. Today, with most of us on the cusp of retirement, we took a trip to Charleston to commemorate 50...

Recent rule changes to boost retiree health costs

April 30, 2018

Individually, recent updates to Medicare and Social Security rules may not have seemed like a big deal. But when taken together, seven changes to Medicare means testing, Social Security cost-of-living adjustments (COLAs) and Social Security...

Future retirees expect Social Security to be main source of income

April 25, 2018

More than half of current or soon-to-be retirees cite Social Security as their primary source of income, well ahead of the 18% of those who identified a pension as their main income source, according to a new survey. But that heavy reliance...

Employees say workplace retirement plan will be a major retirement income source

April 24, 2018

An increasing percentage of workers say their workplace retirement savings plan will be a major source of retirement income, according to an annual survey by the Employee Benefit Research Institute issued Tuesday. In 2018, 53% of workers said...

Social Security benefits for grandchildren

April 5, 2018

Perhaps it is a sign of the times, but I have noticed an uptick in questions from InvestmentNews readers about the possibility of grandchildren being able to collect Social Security benefits on their grandparent's earnings record. In some cases,...

Deciphering Social Security survivor benefit rules

March 23, 2018

A financial adviser from South Carolina reached out to me recently for help sifting through the numerous Social Security regulations affecting potential benefits for his recently widowed client. "This is probably the most complex situation I...

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