Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
10 Social Security Tax Facts to Know
By Emily HolbrookThe experts at Tax Facts answer questions on timing of withdrawals, maximization of benefits and, of course, taxation.
December 07, 2021
Time to Vote on Social Security 2100 Bill: Rep. LarsonTuesday's hearing should be followed by a markup of the bill, the legislator said, but he didn't specify a date.
December 02, 2021
10 Social Security Bills Introduced in 2021Lawmakers have proposed a wide array of changes, from expanding payroll taxes to increasing benefits.
November 30, 2021
Social Security 2100 Bill Hearing Set for Dec. 7The bill sets the CPI-E as the basis for COLAs and expands the payroll tax.
November 29, 2021
Medicare's Hospital Trust Fund Could Run Dry in 2026: Maryellen CogginsAn advisor who helps U.S. policymakers do the math says there are plenty of issues to track.
November 24, 2021
Biggest Retirement News of 2021Some of this year's biggest headlines focused on topics like the Social Security COLA and IRA issues.
November 23, 2021
Martha Shedden: Why Advisors Should Watch the Social Security 2100 BillMisinformation on the program abounds, the Social Security analyst says.
November 23, 2021
2021 News of the YearWe review the major developments affecting financial advisors — from Wall Street to Washington — over the past 12 months.