Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
New Bill Limits Social Security Clawbacks to 10-Year Window
By Melanie WaddellCurrently, an indefinite lookback period allows SSA to collect funds from a recipient going back decades.
March 10, 2025
Former Republican Social Security Chiefs Deride Musk's ActionsWhile they appreciate the interest in efficiency, Andrew Biggs and Jason Fichtner fear beneficiaries will suffer.
March 10, 2025
Social Security Resumes 100% Benefit Clawbacks for OverpaymentsSocial Security advocates called the move, a reversal of a Biden-era policy, "petty, cruel and thoughtless."
March 06, 2025
Life and Annuity Products Pay for Themselves: InsurersAnnuities alone may provide about $100 billion in Social Security savings "pay fors," an industry policy analysis found.
March 06, 2025
Social Security Administration Corrects Missing Centenarian Death DatesThe effort is a waste of money and plays into claims of mass fraud, Social Security advocates say.
March 05, 2025
Trump Is Lying About Social Security: Advocacy GroupsTrump's claim to Congress Tuesday night that money is being paid to millions of centenarians is false.
March 04, 2025
Social Security Administration Targets $800M in Cost SavingsSavings thus far has been in payroll, information technology, contracts and grants, according to the acting SSA chief.
March 03, 2025
Talk to Your Female Clients Now About Social SecurityThe majority of beneficiaries are women, and recent changes give advisors a good reason to reach out.