Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
New Social Security Phone Policy Q&A Fails to Clear Up Confusion, Advocates Say
By Melanie WaddellThe page, What to Know About Proving Your Identity, purports to answer questions about new benefit claiming rules.
March 26, 2025
Living Past 90: How to Play the Long Game on Retirement, Tax PlanningSolid strategies for Social Security claiming, retirement account withdrawals and tax minimization are crucial for these clients.
March 25, 2025
Americans Lack Key Social Security KnowledgeA report from T. Rowe Price identifies a number of widely held misconceptions about the retirement insurance program.
March 25, 2025
Senators Praise and Press Social Security NomineePartisan divisions about the future of the program were on full display in the hearing with Frank Bisignano.
March 21, 2025
Social Security to Resume Deferring Payments to Debt CollectionSSA will once again withhold payments in order to repay defaulted loans to government agencies.
March 21, 2025
Social Security Says DOGE Ruling Could Force Agency to Shut DownThe escalating fight between Trump and the courts could put 73 million Americans' benefits in the crossfire.
March 20, 2025
How to Avoid a Huge Tax Surprise When Clients Lose a SpouseWhen a client is widowed, taxes often go up as income goes down, retirement advisor John Iammarino says.
March 19, 2025
Social Security to End Benefit Claiming by PhoneNew identity verification procedures, which also affect direct deposit changes, will require an online account or an office visit.