Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security 2026 COLA Estimated at 2.7%
By John ManganaroThe program's official cost-of-living adjustment for next year will be announced Oct. 15.
August 28, 2025
7 Tricky Social Security Tax Rules to KnowUp to 85% of clients' benefits may be subject to federal income tax if their combined income exceeds certain thresholds.
August 28, 2025
New $6,000 Deduction for Seniors Doesn't Repeal Social Security TaxesThe recent statement that Trump's tax law "eliminated federal income taxes on Social Security" is misleading, groups say.
August 24, 2025
7 Facts Americans Get Wrong About Social SecurityEven high-income clients care about the program, but many don't know much about it.
August 22, 2025
Proposed Social Security-Style Long-Term Care Benefit Gets High MarksProvisions of the WISH Act would dramatically improve many Americans’ retirement prospects, a Morningstar report suggests.
August 21, 2025
10 Medicare Truths That Can Trip Up Clients, AdvisorsClients are often confused about how the program works, and advisors may also be unclear about certain aspects.
August 21, 2025
Social Security Retirement Age Must Stay Put: House ResolutionHouse Democrats have introduced a measure voicing their opposition to any increase, citing Trump's promise.
August 15, 2025
Social Security Bill Aims to Raise Payroll Tax CapThe legislation also would use the Consumer Price Index for the Elderly to calculate cost-of-living adjustments.