Social-security
Latest
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These Are the Key Decisions You Need to Make for Retirement
These important issues are all connected and can affect your taxes, likely setting them at a certain level for the rest of your retirement.
By Erik Bowman, RICP, NSSA Published
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Ready to Retire? Here Are Four Tips for the Transition
Before you take the retirement plunge, you might want to make sure each of these things is addressed so you can focus on enjoying your golden years.
By Adam Frank Published
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How Getting Married Affects Your Social Security Benefits
Once you tie the knot, your Social Security benefit will be forever tied up with your spouse’s — and that can be a good thing if you understand how it works.
By Patrick M. Simasko, J.D. Published
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Four Actually Legit Reasons to Take Social Security Early
Don’t take a non-expert’s advice on when to claim Social Security benefits — they don’t know everything about your unique situation.
By Evan T. Beach, CFP®, AWMA® Published
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Avoid Retirement Regrets: Five Facts to Learn Now, Not Later
Is your retirement planning full of holes? Unless you fully understand a few key points, you could be setting yourself up for some surprises.
By Jenna Simpson, CFP® Published
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Should Your 401(k) Be Eliminated to Save Social Security Benefits?
Retirement Savings Some economists argue that tax-advantaged retirement plans are not as beneficial as they seem.
By Kelley R. Taylor Last updated
Retirement Savings -
Latest Social Security COLA Forecast a Setback for Retirees
Social Security COLA forecast adjusted to 2.6% in 2025. That's bad news for retirees still struggling to keep up with inflation.
By Erin Bendig Published
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If You Have a Pension, Smart Tax Planning Should Start Now
Adding pension income to Social Security benefits and income from required minimum distributions could see you facing a tax torpedo and higher Medicare costs.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Proposed Change in Social Security Could Mean More Money for Retirees
A proposed bill could change how the Social Security COLA is calculated, resulting in higher benefits for retirees.
By Erin Bendig Published