social security

Retirement Upside

Higher Energy Costs May Boost Social Security COLA Next Year

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A welcome downturn in energy prices last month has reversed in July.

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Retirement Upside

The Medicare Myths Costing Retirees Thousands

They can result in many thousands of dollars in excess costs and even jeopardize access to care in the worst cases.

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Retirement Upside

Trump Accounts May Create Millionaire Gen-Beta Retirees

Wealthy families who can contribute the maximum allowance have the biggest opportunity, but children of lower-income families also stand to benefit.

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Retirement Upside

Clients Have Retirement Savings Plans. Withdrawal Plans? Not So Much

Only 22% of workers have given serious thought to their 401(k) withdrawal strategy, according to a new survey from TIAA and Nuveen.

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Retirement Upside

Has Customer Service Actually Improved at the Social Security Administration?

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Metrics shared recently by the Social Security commissioner are promising, but some experts aren’t buying them.

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Retirement Upside

Is Late News, Bad News? What to Expect from Delayed Social Security Report

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The 2026 Social Security Trustees’ report may show the program becoming insolvent even sooner than expected.

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Advisor Upside

An Effective, Unpopular Way to Help Fix Social Security: $100K Cap

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Limiting a couple’s benefit to $100,000 would plug up to a fifth of the solvency gap without affecting many current retirees.

2 min read

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