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  2. Here's how Social Security's looming shortfall could affect ...

    www.aol.com/finance/heres-social-securitys...

    Social Security's surplus reserves are expected to run out in 2033, one year earlier than previously estimated, according to the Trustees of the Social Security and Medicare trust funds.

  3. What Social Security Could Look Like in 2035 - AOL

    www.aol.com/finance/social-security-could-look...

    Annual taxes are expected to cover only about 78% of the benefits each year after that. ... you pay Social Security taxes on all of your income, so whether the limit is $130,000, $300,000 or ...

  4. 2025 COLA Shortfall: Why Social Security Retirees Are Losing ...

    www.aol.com/finance/2025-cola-shortfall-why...

    Social Security benefits received a 2.5% cost-of-living adjustment (COLA) in 2025, but for many retirees, this is not enough to keep up with rising prices. ... 2025 COLA Shortfall: Why Social ...

  5. Expected shortfall - Wikipedia

    en.wikipedia.org/wiki/Expected_shortfall

    Expected shortfall (ES) is a risk measure—a concept used in the field of financial risk measurement to evaluate the market risk or credit risk of a portfolio. The "expected shortfall at q% level" is the expected return on the portfolio in the worst % of cases.

  6. Retirement spend-down - Wikipedia

    en.wikipedia.org/wiki/Retirement_spend-down

    They model the shortfall or surplus between the individual's retirement income and expected spending needs to identify whether the individual has adequate resources to retire at a particular age. Depending on their sophistication, they may be stochastic (often incorporating Monte Carlo simulation ) or deterministic.

  7. Social Security now expected to run short on funds in 2035 ...

    www.aol.com/news/social-security-now-expected...

    What reports reveal about Social Security, Medicare. Social Security’s new 2035 depletion date applies to its combined trust funds. The trust funds help pay for benefits when more money is ...

  8. Here's What Social Security's 2025 Cost-of-Living Adjustment ...

    www.aol.com/heres-social-securitys-2025-cost...

    On Oct. 10, following the release of the final puzzle piece needed to calculate Social Security's 2025 COLA (the September inflation report), the SSA announced that beneficiaries would see their ...

  9. 5 Social Security Changes Retirees Need to Know About in 2025

    www.aol.com/5-social-security-changes-retirees...

    Image source: Getty Images. 1. The 2025 Social Security COLA. Social Security beneficiaries are getting a 2.5% cost-of-living adjustment, or COLA, starting with the payment they receive in January ...

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