Pre-Retirees and Retirees Can Take Steps to Address Inflation in Retirement
Few are discussing the impact of inflation with a financial professional or looking for a financial product that can increase...
Tag: Social Security
Examining Trump and Biden’s Plans on Social Security, 401(k)s and Taxes
The two candidates differ in their approaches to several key areas of importance in the retirement planning industry.
Social Security Announces COLA for 2021
In addition, the maximum amount of earnings subject to Social Security tax—used to determine the taxable wage base for permitted...
Workers Unsure How to Create Retirement Income From Savings
Retirement savers want help with figuring out tax expenses, knowing when is the best age at which to retire, creating...
A Democrat and a Republican Talk About Retirement Security
Political strategists discussed Social Security, the payroll tax deferral and student loan debt.
IRS Issues Guidance About the Payroll Tax Deferral
The guidance defined the ‘applicable wages’ per pay period that qualify for the deferral, as well as how the Social...
Benefits |
Trump’s Payroll Tax Deferral Opens Questions About Social Security’s Future
Whether there is a detrimental effect depends on what Congress does.
Unemployed Older Workers May Not Be Able to Find New Jobs
Retirement Equity Lab says nearly 3 million older workers, those between the ages of 55 and 70, have left the...
Employees Not Sure What Social Security Will Offer
While many say they will depend on Social Security for retirement income, at least one study finds retirees are not...
Benefits |
Social Security Burdens Fall on Younger Workers
As unemployment rises and employees retire sooner, experts say Social Security will be exhausted faster than predicted.
Benefits |
Employees Need Review of Social Security Strategies During Financial Crises
Research shows older employees may turn to Social Security for income following a financial crisis, but that can throw retirement...
Benefits |
Social Security Projections in Long-Term Financial Report Similar to Last Year
While the estimates are current, they do not reflect the potential effects of COVID-19, the Social Security Board of Trustees...
The Rug Has Been Pulled From Under Americans’ Retirement Security
The coronavirus pandemic has revealed the fragility of retirement security in our current landscape and sparked conversation about design and...
Some Employees Must Plan for a Retirement Without Social Security
Financial wellness programs and broader use of auto-enrollment in DC plans could help public sector employees who are missing out...
Securing Retirement for Female Workers
Faced with a list of priorities and lack of knowledge, women are often the ones who get off course with...
Lower-Income Workers May Be More Retirement Ready Than They Think
Low-income workers do not need to save much because Social Security may be adequate, a study suggests.
Few Retirees Receiving Income from the Three-Legged Stool
Only 6.8% receive income through Social Security, a defined benefit (DB) plan and a defined contribution (DC) plan, the NIRS...
Benefits |
Will There Be a New Focus on Social Security in 2020?
While awaiting action from the government to shore up Social Security, plan sponsors can do their part by educating employees.
Benefits |
Social Security Administration Announced COLA for 2020
Employees not only need basic education, but they need to know how to include Social Security in their retirement income...
Social Security Education a Must-Have for Retirement Plan Participants
General education is helpful, but getting personal will help employees establish a plan for income in retirement.