What Financial Advisors Need to Know About Social Security and Tax Alpha ETFs

Could higher inflation actually help retirees?

This week, Sean Allocca and John Manganaro break down why rising prices could lead to a larger Social Security cost-of-living adjustment (COLA) and what this could mean for retirees. Plus, what the Social Security 2100 Act would change if it passed, and why Treasury officials are raising concerns about a fast-growing class of tax alpha ETFs.

Topics include:

• Social Security COLA projections
• Inflation and what it means for retirees
• The Social Security 2100 Act
• Tax alpha ETFs and 351 exchanges
• Treasury and SEC scrutiny
• Concentrated stock positions
• What financial advisors should watch for next

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