Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
10 Big Social Security Mistakes Advisors Make
By John ManganaroWith the complexity of the claiming process, even financial pros can get tripped up now and again.
May 28, 2025
12 U.S. Cities With the Highest Average Retirement IncomeThis SmartAsset ranking includes both Social Security benefits and assets from accounts like 401(k)s and IRAs.
May 27, 2025
There's a Flaw in Early Social Security Claiming Data: ResearchAmericans appear to be both retiring later and delaying their monthly benefits, but the data is nuanced.
May 21, 2025
New Bill Eliminates Cap on Social Security Payroll TaxesThe Medicare & Social Security Fair Share Act also increases the net investment income tax on income above $400,000.
May 15, 2025
House Tax Bill Offers $4,000 Deduction for SeniorsThe proposal is an alternative to the Trump plan to eliminate the income tax on Social Security benefits.
May 13, 2025
2026 Social Security COLA Estimate Rises to 2.4%The projected COLA has risen again, but it’s still running slightly below the 2025 figure.
May 08, 2025
10 Years On, Social Security’s Deemed Filing Rules Still ConfuseNuanced questions about the claiming strategy keep tripping people up, especially in cases of divorce.
May 08, 2025
Social Security Backs Down on 100% ClawbacksIn an "emergency message" to employees, the agency ordered a 50% withholding rate for retirement benefit overpayments.