Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security Is Not Giving Straight Answers on Field Office Closures
By John ManganaroThe agency's leader says it's not closing field offices, but a Social Security advocate calls that claim "deceptive."
March 25, 2025
Americans Lack Key Social Security KnowledgeA report from T. Rowe Price identifies a number of widely held misconceptions about the retirement insurance program.
March 25, 2025
Senators Praise and Press Social Security NomineePartisan divisions about the future of the program were on full display in the hearing with Frank Bisignano.
March 21, 2025
Social Security to Resume Deferring Payments to Debt CollectionSSA will once again withhold payments in order to repay defaulted loans to government agencies.
March 21, 2025
Social Security Says DOGE Ruling Could Force Agency to Shut DownThe escalating fight between Trump and the courts could put 73 million Americans' benefits in the crossfire.
March 20, 2025
How to Avoid a Huge Tax Surprise When Clients Lose a SpouseWhen a client is widowed, taxes often go up as income goes down, retirement advisor John Iammarino says.
March 19, 2025
Social Security to End Benefit Claiming by PhoneNew identity verification procedures, which also affect direct deposit changes, will require an online account or an office visit.
March 17, 2025
Wrongly Declared Dead: A Costly Social Security MistakeIt's rare, but the financial consequences for beneficiaries and their families can be steep.