Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
T. Rowe Price Rolls Out Social Security Analyzer for Advisors
By John ManganaroThe tool allows financial professionals to provide side-by-side comparisons among various claiming strategies.
April 01, 2025
New Bill Raises Social Security Income Tax ThresholdThe RETIREES FIRST Act increases the amount of income retirees can receive without paying taxes on benefits.
March 31, 2025
How Staff Cuts and Office Shakeups Could Affect Social Security BeneficiariesThe number of field offices may not fall dramatically, experts say, but service strains are possible.
March 31, 2025
New Social Security Phone Policy Q&A Fails to Clear Up Confusion, Advocates SayThe page, What to Know About Proving Your Identity, purports to answer questions about new benefit claiming rules.
March 28, 2025
Social Security Is Not Giving Straight Answers on Field Office ClosuresThe agency's leader says it's not closing field offices, but a Social Security advocate calls that claim "deceptive."
March 27, 2025
Social Security Partly Reverses New Phone Service LimitsAn in-person ID verification requirement won’t apply to disability insurance, Medicare and SSI applications.
March 26, 2025
Living Past 90: How to Play the Long Game on Retirement, Tax PlanningSolid strategies for Social Security claiming, retirement account withdrawals and tax minimization are crucial for these clients.
March 25, 2025
Americans Lack Key Social Security KnowledgeA report from T. Rowe Price identifies a number of widely held misconceptions about the retirement insurance program.