Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
6 Reasons Living Abroad Is Attractive for Retirees
By John ManganaroDomestic and global trends are reshaping Americans’ considerations about moving out the the U.S. after leaving work.
November 03, 2025
How Roth Conversions, Senior Deductions and Taxes Affect Social Security ClaimingThe size and location of assets expected to complement benefits income should inform clients’ claiming decisions.
November 03, 2025
New Bill Funds Social Security Services During ShutdownThe sponsors of the GUARD Act want to ensure they can continue helping constituents with Social Security issues.
October 29, 2025
Government Shutdown Has Cost Economy $18B: CBOThat figure “will intensify” in the weeks to come, according to the Congressional Budget Office.
October 28, 2025
How to Help Clients Avoid Medicare IRMAA SurchargesCrossing certain MAGI thresholds mean extra fees for Parts B and D — and beware the two-year lookback.
October 28, 2025
New Bill Would Change How Social Security COLAs Are SetThe Boosting Benefits and COLAs for Seniors Act would adjust benefits based on either CPI-W or CPI-E, whichever is greater.
October 28, 2025
Social Security Claiming: How Dependent Children Change the MathThe “right” claiming decision isn’t always about maximizing the potential dollar amount.
October 24, 2025
Social Security COLA Disappoints Senior Groups (Again)The anticipated monthly benefit boost of $56 failed to impress groups like the AARP and Social Security Works.