Social Security: By the Numbers Here are five facts about Social Security that might surprise you. Related Content Test Your Estate Strategy Knowledge Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues. Is a SEP-IRA Right for Your Business? For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration. Why Regular Rebalancing Makes Sense Without your knowing, your investment portfolio could be off-kilter.