Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Biden Unveils $6.9T Budget, Sets Up Showdown With GOP
By Justin Sink and Erik WassonThe proposal asks lawmakers to bolster the social safety net through a flurry of new taxes on the wealthy and corporations.
March 01, 2023
New Bill Creates Social Security, Medicare 'Lock Box'The bill would block the Social Security and Medicare Part A trust funds from investment in U.S. bonds.
February 24, 2023
6 Big Retirement Conflicts Married Couples FaceRetirement brings a raft of contentious choices, from where to live to when to claim Social Security benefits.
February 23, 2023
7 Big Social Security Claiming Mistakes Couples MakeRetirement planning expert Jeff Levine breaks down the Social Security claiming issues couples find most confusing.
February 22, 2023
New Bill Cuts IRS Funding to Boost Social Security, MedicareSen. Rick Scott's Protect Our Seniors Act is drawing skepticism from Social Security advocates.
February 16, 2023
New Bill Would Boost Social Security Benefits by $2,400 a YearThe bill would fund the increase with a 12.4% investment tax on high earners and an expanded payroll tax.
February 14, 2023
Bill to Strike Social Security Windfall Provision Is BackA congressional report analyzes what removing the WEP might mean for millions of public workers.
February 10, 2023
Debate: Should Capital Gains Be Subject to Social Security Taxes?Our tax experts discuss a proposal to impose Social Security payroll taxes on capital gains for the wealthy.