Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security Administration Plans 'Massive' Restructuring
By Melanie WaddellThe agency's acting commissioner warned employees to prepare for mass layoffs.
February 26, 2025
Yes, Canadians Can Participate in Social SecurityAdvisors who serve cross-border clients should know about the retirement income insurance program's rules and restrictions.
February 26, 2025
Social Security Administration May Face 50% Workforce CutThe acting SSA chief requested that managers present a plan for a 50% staff reduction, The American Prospect reports.
February 25, 2025
Social Security Fairness Act Retroactive Benefit Payments Starting 'Immediately'SSA's original estimate of taking a year or more will only apply to complex cases, SSA's Dudek says.
February 25, 2025
Social Security Administration Closes Offices, Realigns FunctionsThe agency closed its Office of Civil Rights and Equal Opportunity and its Office of Transformation.
February 24, 2025
Social Security Claiming: The Case of Medicare and the Non-Working SpouseSpouses without an earnings record must wait for their working spouse to file, but Medicare is another matter.
February 21, 2025
Senators Press Acting Social Security Head on DOGE AccessThey raised concerns that Musk and Trump had made false fraud claims as a pretense for benefit cuts.
February 20, 2025
What Trump’s Tax Policies Could Mean for ClientsSeveral proposals could affect planning priorities for the near and long term.