Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
New Bill Repeals Social Security Tax, Raises Cap on Wealthy
By Melanie WaddellIt would "be fully paid for by raising the cap for individuals earning more than $250,000 annually," said Rep. Yadira Caraveo.
January 18, 2024
Mary Johnson, Prominent Social Security Analyst, Announces RetirementShe has long helped to illuminate the effect of inflation and entitlement program policy challenges on vulnerable retirees.
January 18, 2024
House Panel Advances Bill to 'Fast Track' Social Security CutsThe controversial plan to create a commission to cut spending now heads to the House floor.
January 18, 2024
Nassau Aims Annuity at Social Security Planning MarketOther life and annuity strategists, including Penn Mutual and Equitable, are placing bets on optimism and pessimism.
January 17, 2024
Bill to 'Fast Track' Social Security Cuts Is Up for Debate This WeekCritics blast the Fiscal Commission Act as an attempt to "slash Social Security and Medicare behind closed doors."
January 16, 2024
How to Talk to Clients Under 55 About Social SecurityEmpowering these clients to run their own scenarios can help ease their fears around the program's future.
January 11, 2024
Why Social Security 'Bridge Accounts' Make Sense: BlanchettHaving a "sleeve" of assets earmarked for early retirement would help workers delay claiming benefits, the researcher suggests.
January 08, 2024
Spending Deal Would Keep Social Security Budget FlatTax legislation is also in the works and could be attached to a spending bill.