Social Security

As a key component of the “three-legged stool” of retirement planning, Social Security benefits must be factored in to pre-retirees’ financial plans. Here you’ll find posts that provide best practices, innovative approaches and news about Social Security benefits, limits and calculations.




Social Security

Social Security

By Ted Godbout7/27/2018 • 0 Comments

Key lawmakers and staffers from the House and Senate discussed legislation relevant to retirement plans and offered insights on congressional activity on July 24. READ MORE

By John Iekel 5/24/2018 • 0 Comments

A measure before the Senate would establish a federal commission to review private retirement benefit programs and report to Congress on how to improve private retirement security. READ MORE

By Nevin Adams5/18/2018 • 0 Comments

Rarely a week goes by that a headline, survey or academic paper doesn’t proclaim the reality of a retirement crisis, but the reality is that good, reliable data is hard to come by. READ MORE

By John Iekel 4/17/2018 • 0 Comments

Longevity generally is increasing. But some of those rays of golden sunshine can be clouded due to the instability of the retirement saving atmosphere. A recent blog entry offers some ideas on how those clouds may be dispelled. READ MORE

By John Iekel 4/13/2018 • 0 Comments

Panelists shared their perspectives on the importance of lifetime income options and ways to enhance their availability at the recent Enrolled Actuaries Meeting held in Washington, DC. READ MORE

By Nevin Adams 3/9/2018 • 0 Comments

There’s a new proposal being floated that proponents say would “increase retirement income security and reform Social Security.” And yes, a mandate is involved. READ MORE

By John Iekel 1/12/2018 • 0 Comments

The IRS has released the instructions for Form 9855-SSA, Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits, for 2017 filing. READ MORE

By John Iekel10/13/2017 • 0 Comments

A recent paper discusses what happens when each party in a married couple claims Social Security benefits at a different age. READ MORE

By ASPPA Net Staff10/13/2017 • 0 Comments

The Social Security Administration (SSA) on Oct. 13 announced that the monthly Social Security and Supplemental Security Income (SSI) benefits will increase 2% in 2018. READ MORE

By John Iekel9/21/2017 • 0 Comments

A proposal to allow some retirees to receive lump sum Social Security payments would result in higher costs for Old Age, Survivor and Disability Insurance (OASDI) in the short term, but a small net reduction in OASDI costs in the longer term, says Social Security Chief Actuary Stephen Goss. READ MORE

By John Iekel9/8/2017 • 0 Comments

Analyses often warn that efforts to save for retirement are insufficient, but panelists at a recent discussion suggest that the prospects for many retirees are really quite good. READ MORE

By Nevin Adams7/17/2017 • 0 Comments

The good news is that the funding level of that critical financial underpinning of the nation’s retirement security didn’t decrease during the past year. READ MORE

By John Iekel5/19/2017 • 0 Comments

The number of workers participating in the Social Security system has risen, as has the number of people receiving benefits; however, individual retirement accounts figure very prominently as well. READ MORE

By John Iekel5/3/2017 • 0 Comments

A Social Security Administration issue paper examines the similarities and differences between Social Security benefits and annuities, and the factors determining lifetime retirement income. READ MORE

By John Iekel4/26/2017 • 0 Comments

It’s tempting to believe the report that Millennials spend more on coffee than they save for their eventual retirement, but a recent analysis challenges what seems to be conventional wisdom. READ MORE

By ASPPA Net Staff10/19/2016 • 0 Comments

There will be a 0.3% cost-of-living adjustment (COLA) for Social Security for 2017, the Social Security Administration (SSA) announced on Oct. 18. READ MORE

By John Iekel10/14/2016 • 0 Comments

American Enterprise Institute (AEI) Resident Scholar Andrew Biggs shares his views on what can be done to improve entitlements and increase retirement saving. READ MORE

By ASPPA Net Staff10/12/2016 • 0 Comments

A new survey finds that current retirees are keeping a careful eye on their spending – and feel that they can sustain that approach throughout retirement. READ MORE

By John Iekel10/3/2016 • 0 Comments

In a recent paper, the American Enterprise Institute offers its views on approach entitlements differently; in a series of articles AEI Resident Scholar Andrew Biggs shares his views on entitlements in general and how they relate to retirement policy and benefits in particular. READ MORE

By ASPPA Net Staff9/29/2016 • 0 Comments

Defined benefit plans can play a key role in providing financial stability in retirement, but their effects may not be widespread, according to a recent study. READ MORE

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