Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
New Bill Creates Social Security, Medicare 'Lock Box'
By Melanie WaddellThe bill would block the Social Security and Medicare Part A trust funds from investment in U.S. bonds.
February 22, 2023
New Bill Cuts IRS Funding to Boost Social Security, MedicareSen. Rick Scott's Protect Our Seniors Act is drawing skepticism from Social Security advocates.
February 16, 2023
New Bill Would Boost Social Security Benefits by $2,400 a YearThe bill would fund the increase with a 12.4% investment tax on high earners and an expanded payroll tax.
February 14, 2023
Bill to Strike Social Security Windfall Provision Is BackA congressional report analyzes what removing the WEP might mean for millions of public workers.
February 10, 2023
Debate: Should Capital Gains Be Subject to Social Security Taxes?Our tax experts discuss a proposal to impose Social Security payroll taxes on capital gains for the wealthy.
February 08, 2023
Please Take Politics Out of Social Security Reform: Martha SheddenThere is far more agreement than disagreement about the ways to fix Social Security, Shedden says.
February 08, 2023
Biden: Social Security Cuts Off the Table in Debt Ceiling FightHowever, seniors' earned benefits are not "completely safe," Social Security advocate Max Richtman says.
February 08, 2023
Biden Moves to Shield Medicare and Social Security From Budget ShowdownThe White House plans to post its own budget March 9.