Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security Claiming: The Case of the Middle-Earning Widower
By John ManganaroVarious claiming strategies exist for mid- to high earners who have access to a survivor benefit.
January 08, 2025
Social Security ‘Fairness’ Doesn’t Come for FreeThe new law will cost almost $200 billion over a decade and hasten insolvency, Olivia Mitchell says.
January 08, 2025
How the Social Security Fairness Act Affects Claiming StrategiesSome clients who never filed for benefits now have a strong incentive to do so, Joe Elsasser says.
January 07, 2025
The Social Security Fairness Act Is Law. Here's What Advisors Should Do Now.Share the good news, but warn affected clients that benefit increases or back-payment checks won't come immediately.
January 05, 2025
Biden Signs Social Security Fairness ActThe new law repeals the Windfall Elimination Provision and Government Pension Offset, which affect some public workers.
January 03, 2025
Delay Social Security, Invest More or Buy an Annuity: What’s Best for Retirement Income?It’s possible to claim early and reinvest for better returns, but it requires significant risk, David Blanchett finds.
January 03, 2025
Debate: Is the Social Security Fairness Act Fair?The bill, awaiting Biden's signature, repeals the WEP and GPO provisions affecting public workers and provides retroactive 2024 benefits.
January 02, 2025
Mind These Social Security Changes in 2025A meaningful cost-of-living adjustment and a higher cap on taxable wages are both in store.