Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
New Bill Changes How Social Security COLAs Are Calculated
By Melanie WaddellThe CPI-E would yield larger benefit increases, lawmakers say, but the story in the numbers is mixed.
March 21, 2024
New Social Security Chief Promises Overpayment Clawback FixMartin O'Malley told senators changes will be in place Monday.
March 21, 2024
Republicans Call for Raising Retirement AgeThe Republican Study Committee's 2025 budget also suggests reducing benefits for top earners who aren't near retirement.
March 20, 2024
HSA Planning After 55: What Your Clients Might Not KnowWhile most employees are familiar with the account's tax benefits, issues specific to older workers are often ignored.
March 19, 2024
When Delayed Social Security Claiming Doesn't Go as PlannedWhat happens when a couple decides to delay one benefit until 70 and a spouse dies early?
March 19, 2024
How to Help Women Claim Social Security in 4 Different SituationsHow advisors explain clients' benefit claiming options can make or break financial success in their 80s and beyond.
March 14, 2024
Social Security Claiming: The Case of the Public PensionPension income can complicate the planning picture, especially if the employer didn't pay into Social Security.
March 12, 2024
Social Security 2025 COLA Estimate Jumps to 2.4%Higher-than-expected inflation in February has pushed the 2025 Social Security COLA projection up meaningfully.