Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Senators Praise and Press Social Security Nominee
By John ManganaroPartisan divisions about the future of the program were on full display in the hearing with Frank Bisignano.
March 20, 2025
How to Avoid a Huge Tax Surprise When Clients Lose a SpouseWhen a client is widowed, taxes often go up as income goes down, retirement advisor John Iammarino says.
March 19, 2025
Social Security to End Benefit Claiming by PhoneNew identity verification procedures, which also affect direct deposit changes, will require an online account or an office visit.
March 17, 2025
Wrongly Declared Dead: A Costly Social Security MistakeIt's rare, but the financial consequences for beneficiaries and their families can be steep.
March 13, 2025
'It's Going to Get Worse': Former Social Security Chief Calls for Acting Head to Resign“This is not going well," and a backlash is coming, former SSA Commissioner Michael Astrue says.
March 13, 2025
DOGE Has 10 Staffers at Social Security in Hunt for Dead PeopleElon Musk has called Social Security a “Ponzi scheme,” while critics say he is preparing to make cuts.
March 13, 2025
New Bill Limits Social Security Clawbacks to 10-Year WindowCurrently, an indefinite lookback period allows SSA to collect funds from a recipient going back decades.
March 12, 2025
2026 Social Security COLA Estimate Drops as Inflation CoolsThe estimated cost-of-living adjustment has waffled this year as inflation has risen and fallen.