Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
With Social Security in Turmoil, Should Clients Claim Early?
By Marcia MantellThat's a loaded question, and financial advisors simply telling clients to stay the course is not convincing.
April 27, 2025
Trump Says He Would Veto Cuts to Social SecurityHis comments put hard limits on Congress as it starts work on a tax-and-spending package.
April 14, 2025
Social Security Flips, Again, on Phone ClaimsAll types of benefit claims can now be made by phone, the agency says, citing new "enhanced technology."
April 10, 2025
Social Security COLA Estimate for 2026 Rises to 2.3%Tariffs are expected to drive up inflation, and COLA projections, in future months.
April 09, 2025
T. Rowe Price Rolls Out Social Security Analyzer for AdvisorsThe tool allows financial professionals to provide side-by-side comparisons among various claiming strategies.
April 08, 2025
AARP Demands Answers on Social Security Website Outages, Call Hang-UpsThe site is "crashing repeatedly" as field offices are overwhelmed with worried seniors, the retiree group says.
April 02, 2025
Trump's Social Security Nominee Advances to Full SenateThe Senate Finance Committee voted 14-13 late Wednesday to advance Fiserv CEO Frank Bisignano's nomination.
April 01, 2025
New Bill Raises Social Security Income Tax ThresholdThe RETIREES FIRST Act increases the amount of income retirees can receive without paying taxes on benefits.