Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
The Social Security and Medicare Consequences of 'Unretirement'
By Robert Bloink and William H. ByrnesIt's critical that clients understand the financial repercussions of returning to work before they decide to unretire.
February 04, 2025
Groups Sue Treasury Over DOGE Access to Social Security Payments"The scale of the intrusion into individuals’ privacy is massive and unprecedented," two unions and a retirees' group say.
February 04, 2025
Social Security Claiming: The Case of the Sole BreadwinnerJust because one spouse earned all the income doesn’t mean a couple shouldn’t carefully coordinate their claiming strategy.
February 03, 2025
SSA Answers Social Security Fairness Act QuestionsA Q&A from the agency answers questions on applying for retirement, spousal or survivors' benefits.
February 03, 2025
DOGE Access to Social Security Payments Raises AlarmSen. Ron Wyden is fuming over news that Elon Musk's team has access to Treasury's payment systems.
January 31, 2025
Trump May Give DOGE Access to Treasury Payment Systems: ReportThe systems send out bond payments, Social Security payments and tax refunds.
January 29, 2025
How Everyday Americans Would Fix Social SecurityA new survey explores Americans’ preferred approach to addressing the insurance program's financing gap.
January 28, 2025
Expecting a Social Security Fairness Act Benefit Boost? Watch Out for Tax Traps.Bigger Social Security checks are an exciting prospect, but they could kick people into higher income brackets.