Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
What Tax-Free Social Security Benefits Would Really Mean
By John ManganaroPayments would increase in the short term, but the policy could accelerate insolvency or be challenged in court.
April 28, 2025
With Social Security in Turmoil, Should Clients Claim Early?That's a loaded question, and financial advisors simply telling clients to stay the course is not convincing.
April 28, 2025
New Bill Caps Social Security Clawbacks at 10% of Monthly BenefitsThe Claws Off Social Security Act restores a policy change made in 2024 amid uproar over the clawbacks.
April 28, 2025
Social Security to Offer Digital CardsStarting this summer, online account holders will be provided digital access to their Social Security number.
April 27, 2025
Trump Says He Would Veto Cuts to Social SecurityHis comments put hard limits on Congress as it starts work on a tax-and-spending package.
April 24, 2025
10 Insights Into Retirement Confidence in 2025Despite worries about Social Security and inflation, a survey found, the outlook has improved over the past year.
April 14, 2025
Social Security Flips, Again, on Phone ClaimsAll types of benefit claims can now be made by phone, the agency says, citing new "enhanced technology."
April 10, 2025
Social Security COLA Estimate for 2026 Rises to 2.3%Tariffs are expected to drive up inflation, and COLA projections, in future months.