Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Two Advanced 401(k) Strategies for Tax-Efficient Retirement Income
By Roger WohlnerThese techniques can help clients give other assets — an IRA or Social Security benefits — more time to grow.
July 02, 2025
12 Cheapest States for a Comfortable Retirement (Without Social Security)While the program likely isn't going anywhere, it might comfort some clients to review the worst-case scenario.
June 30, 2025
Why Advisors Should Never Recommend Social Security Claiming at 62Since Trump took office, more high earners have claimed benefits earlier. They are making a mistake.
June 27, 2025
July 4 Tax Bill Deadline Isn’t the ‘End All’ Date: TrumpRepublicans remain divided over several thorny issues, including size of the SALT deduction.
June 20, 2025
Social Security Fairness Act Benefit Hikes to Be Completed by November: SSASome complex cases are taking longer, the agency says; a Social Security advocate blames delays on budget cuts.
June 20, 2025
9 Social Security Bills in Congress NowThe funding shortfall won't likely be addressed soon, but a variety of proposals are on the table.
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.