Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Here's the Size of Social Security Cuts if Congress Doesn't Act Soon: CRFB
By John ManganaroThe 70 million retirees, dependents and survivors collecting benefits could face steep cuts as soon as 2033.
August 04, 2023
New Social Security 2100 Act Would Revamp COLA, Expand Payroll TaxSocial Security advocacy groups applaud the bill for, among other measures, its new proposal for calculating COLAs.
August 03, 2023
10 Reasons to Claim Social Security at 70You know some of the arguments for patience. Here are more.
August 02, 2023
New Bill Would Help Social Security Lump-Sum Recipients Avoid Tax HitThe bill would help SSDI recipients avoid a big tax bill when their benefits start.
August 02, 2023
The Big Thing Clients Don't Get About Social Security Spousal BenefitsMany clients (and some advisors) mistakenly believe they have a choice between their own benefit and their spouse's.
July 31, 2023
Would a Higher Social Security Claiming Age Boost the Economy?Projections show that one of the program's trust funds will run out of reserves by 2033, which would result in an immediate 23% benefit cut.
July 31, 2023
Social Security's Improper Payment Exchange Is Overdue, Lawmakers SayThe House Ways and Means Committee chairman says the SSA is already seven years late on implementing the program.
July 27, 2023
Why a 2024 Social Security COLA Under 4% Would Be Good News: MunnellThis would be much lower than previous years but reflects the fact that inflation is finally moderating.