Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
NARSSA Announces Inaugural Social Security Summit
By Rob BurgessThe event takes place on Nov. 9, the first day of the NAIFA conference in Las Vegas.
October 08, 2026
7 Social Security Bills Brewing in CongressAs the midterm elections near, lawmakers have continued to float legislation to strengthen the retirement benefits program.
October 06, 2026
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Phased Retirements Call for Different Advisor ApproachJason Juhl of Carson Wealth advocates layered planning that encompasses income sources, distributions, Roth conversions and tax strategies.
October 01, 2026
How Delaying Social Security Locks In Bigger COLAs for LifeA retiree who claims at 70 gets a bigger base for adjustments. New research shows how those adjustments compound.
September 30, 2026
How to Help Couples With Big Age Gaps Plan for RetirementA longer horizon can have implications for asset allocation, Social Security, taxes and long-term care planning.
September 30, 2026
Senate Passes Social Security Claiming Clarity BillThe Claiming Age Clarity Act would require new terms to describe ages at which a worker may claim retirement benefits.
September 25, 2026
New Bill Would Let Nurses, Construction Workers Claim Social Security at 60The Blue Collar Social Security Fairness Act lowers the full retirement age for those with physically demanding jobs.
September 24, 2026
Medicare Enrollment Deadlines: A Calendar for Advisors and ClientsThe health insurance program has a number of enrollment periods, along with deadlines tied to client ages and life events.