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No Social Security cost-of-living boost likely in 2021
The plunge in oil prices is expected to eliminate any benefit increase for next year
Pandemic will deplete Social Security trust funds
The economic slowdown resulting from COVID-19 will cut into the program’s revenue and boost its expenses
Long-term care is a woman’s issue
The aging of baby boomers increases the urgency around LTC planning
Americans remain confident about their retirement prospects
Survey shows majority of advisory clients still plan to retire on time
Escape hatch for workers claiming Social Security early
A special rule allows benefits for those who have exceeded the annual earnings limit in their first year of retirement
Client anxiety about retirement planning escalates
Survey shows 93% of advisers say clients have contacted them with concerns about their retirement plans
Pandemic prompts some to rethink Social Security claiming strategy
Concerns about shrinking portfolios, lost jobs may accelerate claims
Stimulus package has helpful provisions for retirees
One-time rebate checks, relaxed rules on required minimum distributions and changes in tax filing deadlines are all pluses
Dispatch from my bunker
Here's how I'm coping during the pandemic. I'm asking InvestmentNews readers to share their stories of how they're coping
Singles, survivors most affected by Medicare surcharges
Roth conversions can help reduce clients' health care costs and taxes, given the impact that required minimum distributions can have on Medicare premiums
Fears over market drop could cause some to postpone retirement
Survey of those nearing retirement shows many would opt to work longer
Women and retirement preparedness
As International Women's Day approaches this Sunday, female investors continue to face challenges related to longevity and lower lifetime earnings
Social Security and survivor benefits
Widows and widowers have multiple claiming options
Social Security claiming strategies for married couples
The ages and individual earning histories of the spouses will determine the best approach
Valentine’s Day reminder: A man is not a plan
A new white paper offers women a guide to financial competency
Final days of file-and-suspend claiming strategy
Lump sum payout still an option for those who filed by April 2016 deadline
Planning for a 21st century retirement
Working longer and delaying Social Security can significantly boost retirees' income
No fun: A vacation-home sale can raise Medicare premiums
A one-time income hike triggers a temporary high-income surcharge
Social Security phone scams on the rise
Tax season is a lucrative time for ID thieves
It’s do-over season for Medicare Advantage plans
Members can switch health and drug plans during the annual open enrollment, which runs through March
