Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Debate: Who Benefits From Secure 2.0's Increased RMD Age?
By Robert Bloink | William H. ByrnesOur Tax Facts experts debate whether Americans will fully understand the pros and cons of delaying RMDs.
January 09, 2023
'Let's Fight Now' Over Debt Ceiling, House GOP Lawmaker SaysChip Roy says Republicans will not touch Social Security or Medicare benefits.
January 03, 2023
Raise the Payroll Tax Cap to Save Social SecurityNo surprise, Social Security will only be able to pay 76% of promised benefits by 2033 if nothing changes.
December 30, 2022
Biden Signs $1.7T Spending Bill, Brings Secure 2.0 to LifeThe bill includes many provisions related to RMDs, retirement plan administration and annuities.
December 27, 2022
The 2023 Social Security COLA Is Almost Here. What Advisors, Clients Should KnowThere are a few key messages advisors should deliver to clients as the COLA takes effect, Jeff Levine says.
December 20, 2022
A Time for Cheer (and Social Security Scams)Increasingly, fraudsters are calling people to "verify" information about the 2023 COLA for benefit recipients.
December 19, 2022
Martha Shedden Holds Out Hope for Social Security 2100 Bill, Urges Caution in ReformThe Social Security educator discusses reform proposals she's watching and myths she wishes people would stop believing.
December 16, 2022
Quiz: Do You Know These Social Security Facts for 2023?Can you ace this quiz on key Social Security facts, figures and tax rules?