Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Jeffrey Levine Taps His Followers for Social Security Fixes
By Ginger SzalaDozens responded to the simple question, many with thoughtful answers. Whether they would work politically remains to be seen.
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.
August 23, 2021
Study Finds 'Guaranteed Income for Life' More Popular Than AnnuitiesA Morningstar researcher asked the same questions about a hypothetical product with different names and got different answers.
August 12, 2021
The Senate Passed a Tax and Infrastructure Bill. Here's What Comes Next.Senate Majority Leader Chuck Schumer pledges to push ahead with Biden's agenda. Where will the final bill land?
August 11, 2021
Social Security COLA Estimate for 2022 Raised to 6.2%The latest estimated cost-of-living adjustment reflects a 5.4% increase in the consumer price index for the past 12 months.