Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security Fairness Act Benefit Increases Could Take a Year: SSA
By Melanie WaddellBudget and staffing constraints will slow the implementation of the new law, the Social Security Administration says.
January 16, 2025
Social Security Claiming: The Case of the Middle-Earning WidowerVarious claiming strategies exist for mid- to high earners who have access to a survivor benefit.
January 15, 2025
Social Security COLA for 2026 Estimated at 2.1%The Senior Citizens League has used December’s inflation numbers to generate its first 2026 COLA estimate.
January 10, 2025
Social Security Has Problems, but It’s No Ponzi SchemeThe label is both inaccurate and misleading, according to Jason Fichtner, a former SSA official.
January 08, 2025
Social Security ‘Fairness’ Doesn’t Come for FreeThe new law will cost almost $200 billion over a decade and hasten insolvency, Olivia Mitchell says.
January 08, 2025
How the Social Security Fairness Act Affects Claiming StrategiesSome clients who never filed for benefits now have a strong incentive to do so, Joe Elsasser says.
January 07, 2025
The Social Security Fairness Act Is Law. Here's What Advisors Should Do Now.Share the good news, but warn affected clients that benefit increases or back-payment checks won't come immediately.
January 05, 2025
Biden Signs Social Security Fairness ActThe new law repeals the Windfall Elimination Provision and Government Pension Offset, which affect some public workers.