Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Marcia Mantell Has Never Been This Worried About Social Security
By John ManganaroThe retirement consultant, marking 20 years in business, says the solvency picture is likely even worse than it looks.
July 08, 2025
6 Reasons Social Security Is Getting Even ShakierSignificant concerns include a high pace of deportations and longer lifespans, Alicia Munnell writes.
July 07, 2025
How the New $6,000 Tax Deduction for Seniors Really WorksA statement from the Social Security Administration applauding Trump's tax bill led to some confusion.
July 02, 2025
12 Cheapest States for a Comfortable Retirement (Without Social Security)While the program likely isn't going anywhere, it might comfort some clients to review the worst-case scenario.
June 30, 2025
Why Advisors Should Never Recommend Social Security Claiming at 62Since Trump took office, more high earners have claimed benefits earlier. They are making a mistake.
June 27, 2025
July 4 Tax Bill Deadline Isn’t the ‘End All’ Date: TrumpRepublicans remain divided over several thorny issues, including size of the SALT deduction.
June 20, 2025
Social Security Fairness Act Benefit Hikes to Be Completed by November: SSASome complex cases are taking longer, the agency says; a Social Security advocate blames delays on budget cuts.
June 20, 2025
9 Social Security Bills in Congress NowThe funding shortfall won't likely be addressed soon, but a variety of proposals are on the table.