Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
CBO Cuts Forecast for Social Security Fund Life Span, Sees Debt Topping GDP in 2021
By Bernice NapachThe latest CBO projections reflect the carnage the pandemic is inflicting on the economy.
August 28, 2020
Morgan Stanley Is Sued Over Data Breaches Tied to Missing Equipment"Current and former customers face a lifetime risk of identity theft," an IRA holder says in a filing.
August 27, 2020
How COVID-19 Is Affecting Future Social Security RecipientsIt made a bad situation worse, and Trump's order to delay payroll taxes isn't helping.
August 27, 2020
Social Security Administration Floats New Waiver Process for OverpaymentsSSA says the new process affects benefit overpayments incurred from March 1 to Sept. 30.
August 26, 2020
Trump Executive Orders Likely to Survive ChallengesJust days after issuing the orders, Trump said he's 'seriously' mulling a capital gains tax cut.
August 26, 2020
3 Reasons Clients Should Take Social Security EarlyWhile turning on the spigot isn't right for everyone, it could make sense if your clients are retired or are planning to retire soon.
August 25, 2020
Ending Payroll Tax Would Drain Social Security by Mid-2023The Social Security actuary analyzed the effects of eliminating the tax, which President Trump has said he would do if reelected.
August 19, 2020
Senators Prod Social Security Actuary on Impact of Ending Payroll TaxSens. Schumer, Wyden, Sanders and Van Hollen asked: "At what point" would Social Security trust fund asset reserves become depleted?