Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Surprise! CARES Act Charity Tax Break for 2021 Is Not Above the Line After All
By Jeff BermanMany advisors and tax planners missed this change when the CARES Act provision was extended, CPA Jeffrey Levine says.
September 08, 2021
Jeffrey Levine Taps His Followers for Social Security FixesDozens responded to the simple question, many with thoughtful answers. Whether they would work politically remains to be seen.
September 01, 2021
The Social Security Trust Fund Is in Better Shape Than Expected. For Now.Jamie Hopkins, for one, wonders if the full impact of the pandemic on Social Security will emerge next year.
September 01, 2021
A Wife Is Left by Her Husband. How Can She Claim on His Social Security?The ex-wife is 10 years older and has to go back to work. What can she do? Marcia Mantell connects the dots.
September 01, 2021
New Social Security 2100 Bill to Expand Payroll Tax Is Coming This FallThe bill is expected to extend payroll taxes to high earners and change the way COLAs are calculated.
August 31, 2021
Social Security Fund on Track to Go Bust by 2033: Trustees ReportThe trustees' 2021 projection is a year earlier than last year's estimate.
August 26, 2021
How Taxes, Medicare Premiums Erode Social Security Benefits Despite COLAsEven though benefits are indexed to inflation, retirees still get squeezed.
August 25, 2021
Florida Is America's Future: Retired, Politically Active, Collecting Social SecurityTexas, Florida, and Arizona census figures show more growth coming from people who are moving to end their career rather than advance it.