Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Debate: Should Retirement Tax Benefits Be Cut to Support Social Security?
By Robert Bloink | William H. ByrnesOur tax experts discuss whether reducing tax incentives would be a feasible alternative to cutting Social Security benefits.
March 09, 2023
Nikki Haley Calls for Raising Retirement AgeHaley also suggested in a speech that benefits for wealthy retirees should be limited.
March 07, 2023
New Bill Would Change Social Security Claiming Age TerminologyAlso, future Social Security beneficiaries would receive more statements in the mail.
March 01, 2023
New Bill Creates Social Security, Medicare 'Lock Box'The bill would block the Social Security and Medicare Part A trust funds from investment in U.S. bonds.
February 23, 2023
7 Big Social Security Claiming Mistakes Couples MakeRetirement planning expert Jeff Levine breaks down the Social Security claiming issues couples find most confusing.
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.