Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Avoiding Tax, Social Security and Medicare Pitfalls of Unretirement
By Roger WohlnerReentering the workforce after retirement is more common than many people think, and it presents distinct planning challenges.
June 10, 2026
How Worried Should Advisors Be About Social Security?Social Security "isn't going bankrupt," but advisors still have to help clients plan, retirement expert Jason Fichtner tells ThinkAdvisor.
June 09, 2026
Social Security Retirement Fund Still on Track to Go Bust in 2032Retirement consultant Marcia Mantell called the new Trustees Report "better news" than she expected.
June 09, 2026
Case Study: Helping an Annuity Investor With 90% of Assets Locked Up"Her financial anxiety was significant," Raman Singh said.
June 05, 2026
Trump Planned to Add 2.7M Living People to Social Security Death File: ReportTrump's plan, which was never implemented, was part of the administration's immigration enforcement efforts, The Washington Post reported.
May 26, 2026
An Obscure Social Security Claiming Strategy? Not So Fast.A planner thought he might have stumbled upon a loophole in program regulations. The reality is more complicated.
May 22, 2026
The Social Security Clock Is Ticking. Here's What Advisors Should Watch.NARSSA President Martha Shedden weighs in on Trump accounts, key bills and how advisors can prepare for possible cuts.
May 21, 2026
How Guaranteed Income Streams Can Help Retirees Preserve AssetsAccess to such options as defined benefit pension income may mitigate future financial shocks, research finds.