Social Security

A change to Social Security will impact millions of beneficiaries. Here's what financial advisors need to know.

The move can help boost income, but financial advisors say it can also bring unintended Social Security consequences.

A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.

The law will increase benefits for millions of retirees, but it's still not clear where the added funds will come from.

The vast majority of seniors surveyed about Social Security's COLA say the number should be as much as five times higher than the government is forking over this year.

The bill now heads to President Biden's desk, but supporters and critics alike worry about how it will be funded.

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.