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 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

By ASPPA Net Staff9/14/2016 • 0 Comments

A recent paper argues that while there are challenges regarding retirement saving, the sky is far from falling — and in fact there is much good news. READ MORE

By Bayza Anteneh8/12/2016 • 0 Comments

Social Security is the last thing on a Millennials’ mind. READ MORE

By Andrew Remo7/26/2016 • 0 Comments

The Democrats have laid out their party platform — and when it comes to retirement issues, they plan to do a lot of fighting. READ MORE

By Andrew Biggs6/17/2016 • 0 Comments

In a new report published by the American Enterprise Institute and supported by the Bradley Foundation, several experts look into how to reform America’s entitlement and welfare programs. READ MORE

By John Iekel5/12/2016 • 0 Comments

A May 5 session at LIMRA’s 2016 Retirement Industry Conference offered some hard data on perceptions of — and risks to — retirement readiness. READ MORE

By ASPPA Net Staff4/11/2016 • 0 Comments

The good news for low income workers is that they may not have the big retirement savings challenge they’ve been worried about. There is bad news, however. READ MORE

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