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Tag: Social Security

Pandemic could reduce Social Security benefits
Retirement/Income

Pandemic could reduce Social Security benefits

The pandemic is taking a broad economic toll causing many workers to earn less which could reduce Social Security benefits in the future.

What is changing in Social Security in 2018?
Taxes

What is changing in Social Security in 2018?

An increase in inflation is resulting in a cost-of-living increase in Social Security benefits in 2018, as well as adjustments to tax-exempt earning levels.

Create a roadmap for family in case of emergency
Estate and Wealth Transfer

Create a roadmap for family in case of emergency

Creating instructions, much like a roadmap, can be among the most helpful item you can leave to family members trying to manage your estate.

What is the future of Social Security?
Retirement/Income

What is the future of Social Security?

With Social Security expected to run out of reserves by 2034, reforming the entitlement program remains a priority issue for some lawmakers.

Social Security isn’t just for seniors
Retirement/Income

Social Security isn’t just for seniors

It’s not uncommon to see parents of retirement age with young children at home. In these families, children may be eligible for Social Security benefits.

Will fixing Social Security mean higher taxes and lower benefits?
Retirement/Income

Will fixing Social Security mean higher taxes and lower benefits?

Multiple recommendations have been made to fix Social Security and some strategies may be more costly for investors.

There’s still time for couples to use this Social Security benefit
Retirement/Income

There’s still time for couples to use this Social Security benefit

Congress eliminated two Social Security claiming strategies last year, but one can still be used by married couples before it expires.

Know the Medicare basics before enrollment
Insurance/Risk Management

Know the Medicare basics before enrollment

Understanding some of the main elements about Medicare may help seniors as they navigate enrollment.

Couples lose Social Security claiming strategies in new budget
Retirement/Income

Couples lose Social Security claiming strategies in new budget

Congress makes changes to making claims for Social Security

Congress approves budget  — averts shutdown
Taxes

Congress approves budget — averts shutdown

Congressional budget approval eliminates market uncertainty about government shutdown.

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The views and opinions expressed are those of the fund manager above, are subject to change with market conditions, and are not meant as investment advice.

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In the United States, mutual funds are distributed by Putnam Retail Management.

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