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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Social Security

In network coverage since September 17, 2026 · 10 stories
Network coverage
Tax & estate planning

US pension system graded C+ as sustainability score slips to 57.1

The 2026 Marsh CFA Institute index puts the US at 61.6 overall, behind six A-grade systems with near-universal coverage and funded structures.
Tax & estate planning · Oct 16F&G survey: 51% of pre-retirees plan to semi-retire rather than stop working
Tax & estate planning · Oct 15Social Security retirement trust fund 2032 exhaustion date holds; funding gap widens to 4.42%
Income & Annuities · Oct 13Guardian survey finds 34% plan income at 80 or older
Policy & ERISA · Sep 29Treasury moves to auto-open Trump Accounts for children with Social Security numbers
RIA · Sep 23Clients are cutting contributions, and the midterms won't fix it
Policy & ERISA · Sep 22The U.S. retirement slide is fiscal, and plan design can't fix it
Products & portfolios · Sep 22US slips to No. 24, and 22% is the planning number
Income & Annuities · Sep 18Half of retirees never chose an income strategy
The Wrap · Sep 17The default, not the annuity shelf, now decides retirement income
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