Social Security

The top Social Security news, strategies and planning insights advisors can use to best serve clients.

Expert Opinion

Living Past 90: How to Play the Long Game on Retirement, Tax Planning

By Roger Wohlner
Social Security to Resume Deferring Payments to Debt Collection

March 21, 2025

Social Security to Resume Deferring Payments to Debt Collection
Social Security Says DOGE Ruling Could Force Agency to Shut Down

March 21, 2025

Social Security Says DOGE Ruling Could Force Agency to Shut Down
How to Avoid a Huge Tax Surprise When Clients Lose a Spouse

March 20, 2025

How to Avoid a Huge Tax Surprise When Clients Lose a Spouse
Social Security to End Benefit Claiming by Phone

March 19, 2025

Social Security to End Benefit Claiming by Phone
Wrongly Declared Dead: A Costly Social Security Mistake

March 17, 2025

Wrongly Declared Dead: A Costly Social Security Mistake
'It's Going to Get Worse': Former Social Security Chief Calls for Acting Head to Resign

March 13, 2025

'It's Going to Get Worse': Former Social Security Chief Calls for Acting Head to Resign
DOGE Has 10 Staffers at Social Security in Hunt for Dead People

March 13, 2025

DOGE Has 10 Staffers at Social Security in Hunt for Dead People