Social Security

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.

FP's parent company surveyed more than 200 industry professionals to ask their view of taxes, Social Security and the budget. Here's what they said.

With inflation figures falling, retirees can expect a 2.5% increase in 2025. Here's how planners are guiding clients through the impact of that slight bump.

Marriage, government and employee benefits, and mental health often loom large for a base of clients that is more likely than straight peers to live alone.

According to a recent Cerulli study, more than half of retired 401(k) participants say Social Security is their primary source of income. At the same time, only 6% of millennials predict they will rely on those funds when they finish their careers.

The next few weeks will be critical as the COLA is determined on the average inflation rate in the third quarter — July, August and September — versus the average third-quarter inflation a year ago.

It's important for advisors to develop a relationship with both spouses from the outset, long before an unexpected death.

Firms operating in areas where groups who live either partially or completely separately from the rest of society — including the Amish, Mennonites and Orthodox Jews — have stepped in to serve their members.

If that prediction holds, it will be the latest in a trend of falling cost of living adjustments in recent years.

The questioning of expert witnesses quickly unraveled into charges of "BS" and unexpected baseball references.

Social Security is still drifting toward insolvency, according to the program's board of trustees. Here's how to reassure worried retirement savers.

As Congress battles over shutdowns, Social Security's staff has dwindled to its smallest size in decades. For retirees, that means longer wait times and delayed benefits — but advisors can help.

Voters in battleground states favor solutions like a "billionaires tax" and "scrapping the cap" on earnings taxed for Social Security, a new poll shows.

Veteran policymakers from opposing sides of the aisle argue that the incentives for 401(k) and IRA savings should be redirected toward funding the program.

White Americans still have twice as much retirement wealth as savers of color, research shows. Here's what experts recommend to shrink the gap.

Social Security is getting a 3.2% boost this month — but retirees' expenses have risen by more than triple that rate since last year.

Medicare is a minefield of deadlines, penalties and the potential for disastrous mistakes. Here's how wealth managers can guide their clients to safety.

Planners tout advantages of IRAs, equity investing and delaying retirement for clients worried about inflation.