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Most near-retirees lacking in Social Security knowledge
Quiz of 1,500 Americans exposes concerning gaps in what they know about retirement income and their estate planning readiness.
Social Security trust funds projected to be depleted in 2034
That's one year earlier than the trustees' report estimated last year; the report projects that 80% of benefits would be payable at that time.
Social Security tax tips for the self-employed
Advisers often ask whether there's a way to minimize payroll taxes for small-business owners while maximizing future Social Security benefits.
Beware of incorrect advice about claiming Social Security benefits
Filing for benefits online can help individuals avoid faulty guidance from well-meaning Social Security Administration reps.
Social Security rules when widows remarry
Survivor benefits can continue for those who wait until they're 60 to wed.
Some Social Security checks to decline in 2022 due to IRMAA
Medicare high-income surcharges combined with higher Medicare premiums will take a bigger chunk of retirement benefits in the new year.
INmail: Social Security rules for divorced spouses
Can a divorced person still collect Social Security benefits on an ex’s earnings record?
Social Security’s outdated rules
Delayed claiming favors the wealthy, while taxes on benefits hurt middle-income recipients.
Timing is crucial for Social Security earnings test
Higher limits apply in the year a worker reaches full retirement age.
Social Security rules for nonworking spouses
Worker must claim benefits to trigger the spousal benefit for a mate.
Special Social Security rules for public sector employees
Two exceptions can ease the sting of offsets that reduce benefits.
Uncover Unexpected Trends in the Social Security Earnings Test
Benefits lost to excess earnings are restored at full retirement age.
Social Security rules for new retirees
Clients can claim benefits even if earnings exceed annual limit.
Get expert help filing Social Security disability claims
The backlog for appealing an adverse decision before an administrative law judge averages 605 days.
New Social Security rules trip up widow’s adviser
If she suspends her retirement benefits, she can't collect survivor benefits.
Medicare premiums and Social Security COLAs: Here’s why retirees will pay up in 2018
Blame higher Medicare costs on a provision designed to protect Social Security benefits.
Pre-retirement earnings can limit Social Security survivor benefits
Life insurance can fill the gap when a survivor's earnings jeopardize benefits.
Both spouses don’t always need to delay Social Security until 70
Sometimes it's better to coordinate claiming strategies where one collects spousal benefits.
More retirees seek professional advice on Social Security
Future retirees also appear more willing to wait to claim larger benefits than previous waves of retirees, according to a new study.
Demand for Social Security advice growing
Majority of future retirees threaten to switch from advisers who don't offer guidance.
