Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security to Keep Paper Checks
By Melanie WaddellSen. Elizabeth Warren said Wednesday that she has received key commitments from SSA Commissioner Frank Bisignano.
July 16, 2025
Marcia Mantell Has Never Been This Worried About Social SecurityThe retirement consultant, marking 20 years in business, says the solvency picture is likely even worse than it looks.
July 15, 2025
Social Security 2026 COLA Estimate Rises to 2.6%The Senior Citizens League’s projection has increased consistently in 2025.
July 08, 2025
Two Advanced 401(k) Strategies for Tax-Efficient Retirement IncomeThese techniques can help clients give other assets — an IRA or Social Security benefits — more time to grow.
July 08, 2025
6 Reasons Social Security Is Getting Even ShakierSignificant concerns include a high pace of deportations and longer lifespans, Alicia Munnell writes.
July 07, 2025
How the New $6,000 Tax Deduction for Seniors Really WorksA statement from the Social Security Administration applauding Trump's tax bill led to some confusion.
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.