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Sunday, July 27, 2025

Should You Build a Social Security Bridge?

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This month, the Bipartisan Policy Center released “ Hedging the Risk of a Longer-than-Expected Life—The Value of a Social Security Bridge St...
Sunday, July 20, 2025

Use the Actuarial Financial Planner and Actuarial Process to Successfully Implement a Coast-Fire Strategy

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 In his June 25, 2025 Kitces.com post, Adam Van Deusen encouraged financial advisors to help their clients understand when they may have ...
Thursday, July 17, 2025

Valuing Your Hard-to-Value Retirement Assets

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As indicated in many of our prior posts, the key metric for managing your spending, assets and risks in retirement is your Funded Status --t...
Saturday, July 12, 2025

Eliminating the Cap on Social Security’s Taxable Wage Base

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In 2025, the maximum taxable wage for determining payroll tax (FICA tax) contributions to Social Security (OASDI) is $176,100. This is als...
Saturday, July 5, 2025

Actuaries Live for Mortality

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In this weekend’s Kitces.com Weekend Reading for Financial Planners (July 5-6) , Adam Van Deusen discusses three articles concerning the i...
Wednesday, July 2, 2025

Should Your Plan Anticipate Future Social Security Benefit Cuts?

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In light of the recent release of the 2025 OASDI Trustees Report, there has been considerable news concerning Social Security’s financial ...
Saturday, June 28, 2025

NASI Fumbles Facts Regarding Primary Cause of Social Security’s Funded Status Deterioration

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This month, the National Academy of Social Insurance (NASI) released “ Social Security at 90: Policy Options for Strengthening the Program’s...
Wednesday, June 18, 2025

Long-Range Social Security Financing—It’s Worse Than We Predicted

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In our post of February 15, 2025 , we estimated Social Security’s financial status as of January 1, 2025 using: results from the 2024 OASDI ...
Sunday, June 8, 2025

Kitces.com Suggests Advisors Include an Actuarial Approach in their Consulting Toolbelt

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In its Weekend Reading for Financial Planners (June 7-8) , Kitces.com and Adam Van Deusen included a link to and summary of our April 28, 20...
Tuesday, June 3, 2025

Funded Status—The Better Metric for Managing Assets and Spending in Retirement

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As we have indicated many times in prior posts, the future isn’t going to happen as you (or your financial advisor) assume, and your spend...