Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security Child Benefits One Path to Ease Grandparents' Burden: Study
By John ManganaroFinancial support for the generation-skipping caregivers could include interventions from state and federal governments.
October 13, 2023
Social Security's 2024 COLA, While Modest, Could Still Trigger Higher TaxesThough the COLA is lower than last year's, it could still push seniors over key thresholds.
October 12, 2023
Social Security COLA for 2024 Set at 3.2%Even with a modest COLA for 2024, it will likely be hard for retirees to keep up with inflation.
October 06, 2023
More Than Cash: Social Security Buffers Longevity RiskReframing claiming decisions accordingly can help individuals facing greater uncertainty over their lifespans make better choices.
October 02, 2023
When Clients Claim Social Security Early, Take These Steps to Avoid SurprisesClients who claim before 65 can miss taking specific actions with Medicare and HSAs, leading to tax consequences.
September 28, 2023
What a Shutdown Means for Social Security, MedicareWhile Social Security, Medicare and Medicaid recipients shouldn't panic, the economy could take a hit, policy analysts say.
September 19, 2023
Groups Blast GOP Budget Over 'Death Panel' for Social SecurityA draft budget resolution proposes a debt commission that could recommend Social Security and Medicare cuts.
September 19, 2023
When Should Clients Claim Social Security? 8 Things to ConsiderWhile clients are usually encouraged to wait as long as possible, that's not always the best option.