Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Trump Vows to Cut Taxes on Social Security in Bid to Woo Seniors
By Mark NiquetteSuch a move would cut levies for some elderly Americans but could further strain benefits for pre-retirees.
July 12, 2024
Social Security Tells Some Online Users to Move Their AccountsTo keep online access, users with older accounts need to transition them soon.
July 11, 2024
Social Security COLA Estimate for 2025 Drops to 2.7% on Cooler Inflation DataLower inflation in June has pushed down the projected adjustment to retirement benefits next year.
July 02, 2024
6 New Social Security Bills in Congress NowOne bill would eliminate taxes on benefits; another could fast-track cuts.
June 27, 2024
12 Insights Into Boomers' Retirement RealitiesTheir relative contentment can mask deeper challenges, a new survey finds.
June 25, 2024
New Social Security Bill Calls for Study of Inflation ImpactA Social Security advocate called the bill "a smokescreen to confuse seniors."
June 24, 2024
Two Social Security Claiming Case Studies, One ConclusionWhile it's not true in every situation, the math shows that many people should wait to collect benefits.
June 13, 2024
Kotlikoff: Advisors Do Retirement Planning All WrongSocial Security and 401(k)s should be scrapped, too, the professor says, laying out his alternative retirement plan.