Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Who Wants to Work After Claiming Social Security?
By John ManganaroStaying employed after starting benefits serves different purposes for different groups, a new report finds.
November 06, 2025
Retirement Planning for Clients in Their 50sThere are six critical areas where financial advisors can have a great impact on clients approaching retirement.
November 06, 2025
New Bill Would Boost Social Security Benefits $200 Per Month"Social Security's modest benefits are essential, but they aren't keeping up with these exploding costs," a senior advocate says.
November 03, 2025
How Roth Conversions, Senior Deductions and Taxes Affect Social Security ClaimingThe size and location of assets expected to complement benefits income should inform clients’ claiming decisions.
November 03, 2025
New Bill Funds Social Security Services During ShutdownThe sponsors of the GUARD Act want to ensure they can continue helping constituents with Social Security issues.
October 29, 2025
Government Shutdown Has Cost Economy $18B: CBOThat figure “will intensify” in the weeks to come, according to the Congressional Budget Office.
October 28, 2025
How to Help Clients Avoid Medicare IRMAA SurchargesCrossing certain MAGI thresholds mean extra fees for Parts B and D — and beware the two-year lookback.
October 28, 2025
New Bill Would Change How Social Security COLAs Are SetThe Boosting Benefits and COLAs for Seniors Act would adjust benefits based on either CPI-W or CPI-E, whichever is greater.