Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
New Social Security Chief Promises Overpayment Clawback Fix
By Allison BellMartin O'Malley told senators changes will be in place Monday.
March 19, 2024
These Data Points Show That Social Security Income Is EssentialThe importance of these benefits across the wealth spectrum is clear, despite debate on how to fund them.
March 19, 2024
When Delayed Social Security Claiming Doesn't Go as PlannedWhat happens when a couple decides to delay one benefit until 70 and a spouse dies early?
March 19, 2024
How to Help Women Claim Social Security in 4 Different SituationsHow advisors explain clients' benefit claiming options can make or break financial success in their 80s and beyond.
March 14, 2024
Social Security Claiming: The Case of the Public PensionPension income can complicate the planning picture, especially if the employer didn't pay into Social Security.
March 12, 2024
Social Security 2025 COLA Estimate Jumps to 2.4%Higher-than-expected inflation in February has pushed the 2025 Social Security COLA projection up meaningfully.
March 11, 2024
Biden Budget Calls for Protecting Social Security, as Trump Supports CutsHigher-earning Americans should pay more in Social Security taxes, Biden says.
March 06, 2024
New House GOP Budget Includes Fiscal Commission to Mull Social Security CutsThe budget resolution "will be DOA in the Senate," a Social Security advocate says.