Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security's Improper Payment Exchange Is Overdue, Lawmakers Say
By Melanie WaddellThe House Ways and Means Committee chairman says the SSA is already seven years late on implementing the program.
July 25, 2023
An AI Chatbot Duped Social Security Staffers. The SSA Has Taken Notice.The SSA's Office of the Inspector General is seeking to both leverage AI and protect beneficiaries from its risks.
July 25, 2023
5 Reasons to Pause Social Security BenefitsThere are a few reasons why a client could benefit from a "do-over" on claiming their benefit.
July 18, 2023
These Factors Drive Americans to Retire Earlier Than ExpectedMost Americans plan to retire around 62 or 65, but the reality is often different.
July 14, 2023
The Real Reason a Higher Retirement Age Won't Fix Social SecurityRaising the retirement age would have little effect on how long people work, researchers argue.
July 14, 2023
Retirement Master Class Part 1 (of 3): Retirement SavingsJoin this complimentary webcast to learn cutting-edge approaches and strategies in retirement savings, and how advisors can best help clients address their top wealth objectives. You'll discover:
July 12, 2023
Medicare and Social Security Fair Share Act Boosts Taxes on WealthyThe bill would apply the Social Security payroll tax to wage, self-employment and investment income above $400,000.
July 12, 2023
Social Security COLA Estimated at 3% for 2024 Amid Mixed Inflation SignalsA COLA of 3% would raise the current average monthly benefit by about $54.