Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
What to Do When Social Security COLAs Can't Keep Up With Reality
By Marcia MantellBlaming Social Security's COLA for not delivering a higher income each year is not a winning position.
May 22, 2023
New Bill Would Exclude Social Security From Income TaxThe bill would threaten Social Security's solvency "while masquerading as a 'senior tax cut,'" a senior advocate says.
May 19, 2023
9 Weird Social Security Rules That Can Surprise Married CouplesHelping couples navigate the Social Security benefits claiming process is no mean feat.
May 19, 2023
Waiting to Fix Social Security Just Increases the Pain, GAO WarnsThe earlier the course correction, the more gradually changes can be phased in, giving workers time to adjust.
May 18, 2023
Debate: Will the 2024 Social Security COLA Be High Enough?Our tax experts discuss whether the 2024 Social Security COLA should be higher to combat inflation.
May 17, 2023
Kotlikoff Joins Laffey Presidential Campaign as Chief Economic AdvisorCampaign leaders say the economist will help present a vision that will resonate with voters of all stripes.
May 16, 2023
How to Help Clients With Make-or-Break Social Security Claiming DecisionsThe first step happens before retirement, registered Social Security analyst Nicole Birkett-Brunkhorst says.
May 15, 2023
Lower Standard of Living in Retirement Looms for Many Americans: PewA new analysis shows that the nation's retirement crisis could cost $1.3 trillion through 2040.