Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
The Social Security Fairness Act Is Law. Here's What Advisors Should Do Now.
By Marcia MantellShare the good news, but warn affected clients that benefit increases or back-payment checks won't come immediately.
January 03, 2025
Debate: Is the Social Security Fairness Act Fair?The bill, awaiting Biden's signature, repeals the WEP and GPO provisions affecting public workers and provides retroactive 2024 benefits.
January 02, 2025
Mind These Social Security Changes in 2025A meaningful cost-of-living adjustment and a higher cap on taxable wages are both in store.
December 31, 2024
Social Security Has Faced Peril Before. What Can We Learn?Lawmakers steered the fund away from insolvency in the 1980s by increasing revenues and raising the retirement age.
December 31, 2024
Biden Likely to Sign Social Security Fairness Act on Jan. 6Both Biden and Trump support the bill, the National Fraternal Order of Police says.
December 30, 2024
Social Security Fairness Act Could Cause New ProblemsExperts agree that the WEP needs to go, but more reforms are needed to truly make benefits fair.
December 27, 2024
Social Security Fairness Act Calls for 2024 Back PaymentsThe bill repealing the controversial Windfall Elimination Provision and Government Pension Offset awaits President Biden's signature.
December 21, 2024
Senate Passes Bill to Curb Contentious Social Security RulesThe Social Security Fairness Act, which would repeal two provisions, now goes to President Biden.