Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
July 4 Tax Bill Deadline Isn’t the ‘End All’ Date: Trump
By Cam Kettles, Alicia Diaz, Erik Wasson and Maeve SheeheyRepublicans remain divided over several thorny issues, including size of the SALT deduction.
June 18, 2025
New Social Security Trustees Report Raises Fresh AlarmSignificant benefit cuts are expected in 2034, but experts say Congress still has time to fix the imbalance.
June 18, 2025
Social Security to Go Bust in 2033: Trustees ReportThe combined trust funds are on track to go broke one year earlier than projected in 2024.
June 11, 2025
2026 Social Security COLA Estimate Rises Once AgainIf trends hold through the third quarter, the COLA for 2026 will be on par with 2025.
June 10, 2025
New Bill Ensures Access to Social Security ServicesThe introduction of the Social Security Access Act follows DOGE cuts and the agency's attempt to limit phone service.
June 07, 2025
Supreme Court Gives DOGE Access to Social Security DataThe disputed data includes Social Security numbers, tax and earnings records, and bank and credit card information.
June 06, 2025
GOP Blocks Bill to Check Social Security Network for DOGE DamageThe bill calls for an audit to look for security vulnerabilities, software bugs and potential privacy law violations.
June 04, 2025
Annuity Owners Need Social Security, TooA financial professional looks at the options for keeping the program stable.