Social Security

Here's a roundup of tax-related news and insights on politics, practice management, investment strategies, health savings accounts, estate planning and more.

Having missed out on yesterday's pensions and today's 401(k) features, the latchkey generation is woefully unprepared for retirement. Here's how advisors can help.

In ways big — e.g., Donald Trump's reelection — and small — e.g., a slight reprieve for Social Security's trust fund — 2024 was a turning point for American retirement. Here's what happened.

Just before the year ends, Congress may pass the Social Security Fairness Act. Here's what's in the bill and who it's for.

Six out of 10 retirees leave the workforce earlier than they planned, according to a new Transamerica study. Here's why — and how advisors can help.

In 2025, premiums for Medicare Part B will grow twice as fast as Social Security benefits — and those premiums are deducted straight from the checks.

As Donald Trump returns to the White House, what changes can seniors — and their advisors — expect to America's oldest social program?

Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions.

A complex mixture of new or expiring laws, intersecting retirement planning questions and the threat of so-called stealth taxes could add up to a highly beneficial strategy.

Everyone agrees that the anticipated insolvency in 2035, is a problem, but the answers to how to fix it are anything but unified.