Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
An Obscure Social Security Claiming Strategy? Not So Fast.
By Rob BurgessA planner thought he might have stumbled upon a loophole in program regulations. The reality is more complicated.
May 20, 2026
How to Surprise-Proof the Medicare SurchargeAdvisors can help clients manage premium shocks to their health insurance — without overpromising.
May 19, 2026
How to Keep Client Couples' Simultaneous Retirements From Going WrongCouples who leave the workforce at the same time may be surprised when expectations don't meet reality.
May 14, 2026
Social Security Wasted Money Chasing Small Overpayments, Watchdog FindsThe agency spent approximately $4.6 million to recover about $2.6 million, its inspector general estimated.
May 14, 2026
Ted Cruz Says Trump Accounts Could Replace Social Security. Retirement Pros Are Skeptical.Consultant Marcia Mantell said she was "livid" at the idea. But advisors' clients have long worried about trust fund solvency.
May 12, 2026
Sharply Higher Social Security COLA Expected for 2027Rising gas prices pushed one new estimate for retirees' annual raise to 4.2%, up from 2.8% this year.
May 01, 2026
Tax and Retirement Issues to Watch for in 'Gray Divorce'For advisors, retirement accounts, home sale exclusions and Social Security benefits are all worth considering.
May 01, 2026
Medicare Portal Exposed Providers' Social Security Numbers: ReportThe database was created by the Centers for Medicare and Medicaid Services to help seniors look up medical providers.