Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security COLA for 2021 Could Be Above Zero After All
By Rhys DipshanIf inflation holds steady for the next few months, predictions of no cost-of-living adjustment for 2021 could be wrong.
September 01, 2020
How Much Do Retirees Really Pay in Taxes?The Center for Retirement Research looked at federal tax rates based on different income brackets and withdrawal strategies.
August 28, 2020
Morgan Stanley Is Sued Over Data Breaches Tied to Missing Equipment"Current and former customers face a lifetime risk of identity theft," an IRA holder says in a filing.
August 27, 2020
How COVID-19 Is Affecting Future Social Security RecipientsIt made a bad situation worse, and Trump's order to delay payroll taxes isn't helping.
August 27, 2020
Social Security Administration Floats New Waiver Process for OverpaymentsSSA says the new process affects benefit overpayments incurred from March 1 to Sept. 30.
August 26, 2020
Trump Executive Orders Likely to Survive ChallengesJust days after issuing the orders, Trump said he's 'seriously' mulling a capital gains tax cut.
August 26, 2020
3 Reasons Clients Should Take Social Security EarlyWhile turning on the spigot isn't right for everyone, it could make sense if your clients are retired or are planning to retire soon.
August 25, 2020
Ending Payroll Tax Would Drain Social Security by Mid-2023The Social Security actuary analyzed the effects of eliminating the tax, which President Trump has said he would do if reelected.