Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Debate: Should Capital Gains Be Subject to Social Security Taxes?
By Robert Bloink | William H. ByrnesOur tax experts discuss a proposal to impose Social Security payroll taxes on capital gains for the wealthy.
February 08, 2023
Biden Moves to Shield Medicare and Social Security From Budget ShowdownThe White House plans to post its own budget March 9.
February 06, 2023
Beware of Social Security Agents Bearing Lump-Sum OffersWarn your clients that if an SSA agent makes them an offer they can't refuse, they probably should.
January 27, 2023
5 New House Committee Chiefs for Advisors to WatchThese lawmakers have sway over issues like Social Security and Medicare reform and fiduciary rules.
January 27, 2023
15 States Where Social Security Survivor Benefits Leave Biggest GapWidowed parents with children will find that these payments only cover roughly half the deceased spouse's salary.
January 26, 2023
A Crash Course in Social Security's Funding WoesTax increases and benefit formula adjustments could help, but legislative action is needed, and time is running out.
January 26, 2023
New Bill Would Guarantee Social Security Benefits in Debt Limit StandoffThe bill is a good first step but would be hard to enforce, senior advocate Mary Johnson says.
January 25, 2023
GOP Threatens Social Security, Medicare Cuts in Debt Ceiling FightTheir tactics are politically risky, strategist Greg Valliere says.