Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security to End Benefit Claiming by Phone
By Melanie WaddellNew identity verification procedures, which also affect direct deposit changes, will require an online account or an office visit.
March 13, 2025
DOGE Has 10 Staffers at Social Security in Hunt for Dead PeopleElon Musk has called Social Security a “Ponzi scheme,” while critics say he is preparing to make cuts.
March 13, 2025
New Bill Limits Social Security Clawbacks to 10-Year WindowCurrently, an indefinite lookback period allows SSA to collect funds from a recipient going back decades.
March 12, 2025
2026 Social Security COLA Estimate Drops as Inflation CoolsThe estimated cost-of-living adjustment has waffled this year as inflation has risen and fallen.
March 10, 2025
New Bill Doubles Social Security Tax ThresholdThe Tax Relief Unleashed for Seniors by Trump Act would also index the gross income exclusion to inflation.
March 10, 2025
Former Republican Social Security Chiefs Deride Musk's ActionsWhile they appreciate the interest in efficiency, Andrew Biggs and Jason Fichtner fear beneficiaries will suffer.
March 10, 2025
Social Security Resumes 100% Benefit Clawbacks for OverpaymentsSocial Security advocates called the move, a reversal of a Biden-era policy, "petty, cruel and thoughtless."
March 06, 2025
Life and Annuity Products Pay for Themselves: InsurersAnnuities alone may provide about $100 billion in Social Security savings "pay fors," an industry policy analysis found.