Recent market volatility has people thinking about guaranteed income sources in retirement, and there’s not a bigger one for most Americans than Social Security. But when to claim and how to best pair it with other retirement income sources are critically important questions. Thankfully Sri Reddy, Senior Vice President with Retirement and Income Solutions at Principal Financial Group, is here to answer.
He joins us to discuss inflation and COLA adjustments, possible help in SECURE 2.0 and much more.
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of 401(k) Specialist and Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots. Experienced financial services content executive specializing in creative new media delivery. He joined the American Retirement Association in 2023 as Chief Content Officer, overseeing communications for the organization, as well as its sister organizations.