Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
New Bill Eliminates Cap on Social Security Payroll Taxes
By Melanie WaddellThe Medicare & Social Security Fair Share Act also increases the net investment income tax on income above $400,000.
May 08, 2025
10 Years On, Social Security’s Deemed Filing Rules Still ConfuseNuanced questions about the claiming strategy keep tripping people up, especially in cases of divorce.
May 08, 2025
Social Security Backs Down on 100% ClawbacksIn an "emergency message" to employees, the agency ordered a 50% withholding rate for retirement benefit overpayments.
May 08, 2025
What Tax-Free Social Security Benefits Would Really MeanPayments would increase in the short term, but the policy could accelerate insolvency or be challenged in court.
May 06, 2025
Senate Confirms Bisignano as Social Security CommissionerHouse Ways and Means Chairman Jason Smith said he will work with Bisignano to strengthen Social Security.
May 02, 2025
Trump's 2026 Budget Leaves Social Security Funding FlatA Social Security advocate called the allocation a de facto cut to the agency.
April 28, 2025
With Social Security in Turmoil, Should Clients Claim Early?That's a loaded question, and financial advisors simply telling clients to stay the course is not convincing.
April 28, 2025
New Bill Caps Social Security Clawbacks at 10% of Monthly BenefitsThe Claws Off Social Security Act restores a policy change made in 2024 amid uproar over the clawbacks.