Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Trump Tax Cuts’ Cost Estimated at $5T to $11T
By Steven T. DennisSome of the president's proposals affect Social Security, overtime pay, tips and SALT deductions.
February 05, 2025
Treasury Defense of DOGE in Payment System Raises SkepticismThe Treasury secretary's response "raises more questions than answers,” Sen. Elizabeth Warren says.
February 04, 2025
Groups Sue Treasury Over DOGE Access to Social Security Payments"The scale of the intrusion into individuals’ privacy is massive and unprecedented," two unions and a retirees' group say.
February 04, 2025
Social Security Claiming: The Case of the Sole BreadwinnerJust because one spouse earned all the income doesn’t mean a couple shouldn’t carefully coordinate their claiming strategy.
February 03, 2025
SSA Answers Social Security Fairness Act QuestionsA Q&A from the agency answers questions on applying for retirement, spousal or survivors' benefits.
February 03, 2025
DOGE Access to Social Security Payments Raises AlarmSen. Ron Wyden is fuming over news that Elon Musk's team has access to Treasury's payment systems.
January 31, 2025
Trump May Give DOGE Access to Treasury Payment Systems: ReportThe systems send out bond payments, Social Security payments and tax refunds.
January 29, 2025
How Everyday Americans Would Fix Social SecurityA new survey explores Americans’ preferred approach to addressing the insurance program's financing gap.