Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Physical Signatures No Longer Needed on Many Social Security Forms
By John ManganaroThe agency has digitized or removed signature requirements to ease the filing burden on consumers.
September 05, 2024
Here's How Big Social Security Cuts Could Be Without ReformsA research group has put a dollar amount on the expected reduction per couple if Congress doesn't act.
August 30, 2024
Retirement Looks Precarious for Most in Middle Class: StudyOnly a quarter of Americans earning $50,000 to $199,000 strongly agreed that they were on track to save enough.
August 28, 2024
Social Security Funds Will Last Until 2034: CBOThe agency's new annual projection adds one year to Social Security's solvency outlook.
August 27, 2024
Social Security Claiming: The Case of the High-Earning CoupleWhile each working spouse may have their own sizable benefit, their claiming decisions should be carefully coordinated.
August 26, 2024
New Bill Sets 3-Year Time Limit on Social Security ClawbacksThe Protecting Americans from Social Security Clawbacks Act limits the SSA's timeline for recovering benefit overpayments.
August 23, 2024
Only 8% of Workers Say They'll Wait Till 70 for Social Security: SurveyHalf of non-retired Americans said they are concerned or very concerned about outliving their assets, Schroders reported.
August 22, 2024
Social Security Made Nearly $72B in Improper Payments, Watchdog RevealsRecovering the overpayments can cause financial hardship for beneficiaries and a headache for the agency.