Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Living Past 90: How to Play the Long Game on Retirement, Tax Planning
By Roger WohlnerSolid strategies for Social Security claiming, retirement account withdrawals and tax minimization are crucial for these clients.
March 21, 2025
Social Security to Resume Deferring Payments to Debt CollectionSSA will once again withhold payments in order to repay defaulted loans to government agencies.
March 21, 2025
Social Security Says DOGE Ruling Could Force Agency to Shut DownThe escalating fight between Trump and the courts could put 73 million Americans' benefits in the crossfire.
March 20, 2025
How to Avoid a Huge Tax Surprise When Clients Lose a SpouseWhen a client is widowed, taxes often go up as income goes down, retirement advisor John Iammarino says.
March 19, 2025
Social Security to End Benefit Claiming by PhoneNew identity verification procedures, which also affect direct deposit changes, will require an online account or an office visit.
March 17, 2025
Wrongly Declared Dead: A Costly Social Security MistakeIt's rare, but the financial consequences for beneficiaries and their families can be steep.
March 13, 2025
'It's Going to Get Worse': Former Social Security Chief Calls for Acting Head to Resign“This is not going well," and a backlash is coming, former SSA Commissioner Michael Astrue says.
March 13, 2025
DOGE Has 10 Staffers at Social Security in Hunt for Dead PeopleElon Musk has called Social Security a “Ponzi scheme,” while critics say he is preparing to make cuts.