Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security Could Look 'Completely Different' for Younger Clients: Jeff Bush
By Melanie Waddell"All the variables of the Social Security formula" will be up for debate, the political analyst says.
June 07, 2023
10 Reasons to Claim Social Security Before 70Waiting until age 70 will result in the highest possible benefit, but it's not always the best choice.
June 07, 2023
House Panel Advances Social Security Identity Theft BillsThe "epidemic" of Social Security scams is "out of control," says Mary Johnson of The Senior Citizens League.
June 06, 2023
Social Security Cuts on the Table as McCarthy Assembles CommissionHouse Speaker Kevin McCarthy intends to create a group to scrutinize spending, including on Social Security and Medicare.
June 05, 2023
Debate: Should Workers on Medicare Be Allowed to Fund HSAs?There are proposals to change this rule, but they would impose other restrictions on use of HSA money.
June 01, 2023
What's at Stake for Social Security as Debt Deal Moves to SenateExperts fear reduced resources for the IRS will have unintended consequences.
June 01, 2023
What to Do When Social Security COLAs Can't Keep Up With RealityBlaming Social Security's COLA for not delivering a higher income each year is not a winning position.
May 25, 2023
Working Past 65? Remember, Medicare and HSAs Don't MixWhen clients work past Medicare's eligibility age, potential complications should be addressed to prevent unpleasant surprises.