Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security Backs Down on 100% Clawbacks
By Melanie WaddellIn an "emergency message" to employees, the agency ordered a 50% withholding rate for retirement benefit overpayments.
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.
April 28, 2025
Social Security to Offer Digital CardsStarting this summer, online account holders will be provided digital access to their Social Security number.
April 27, 2025
Trump Says He Would Veto Cuts to Social SecurityHis comments put hard limits on Congress as it starts work on a tax-and-spending package.
April 24, 2025
10 Insights Into Retirement Confidence in 2025Despite worries about Social Security and inflation, a survey found, the outlook has improved over the past year.
April 14, 2025
Social Security Flips, Again, on Phone ClaimsAll types of benefit claims can now be made by phone, the agency says, citing new "enhanced technology."