Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
How to Avoid a Huge Tax Surprise When Clients Lose a Spouse
By Jane Wollman RusoffWhen a client is widowed, taxes often go up as income goes down, retirement advisor John Iammarino says.
March 13, 2025
'It's Going to Get Worse': Former Social Security Chief Calls for Acting Head to Resign“This is not going well," and a backlash is coming, former SSA Commissioner Michael Astrue says.
March 13, 2025
DOGE Has 10 Staffers at Social Security in Hunt for Dead PeopleElon Musk has called Social Security a “Ponzi scheme,” while critics say he is preparing to make cuts.
March 13, 2025
New Bill Limits Social Security Clawbacks to 10-Year WindowCurrently, an indefinite lookback period allows SSA to collect funds from a recipient going back decades.
March 12, 2025
2026 Social Security COLA Estimate Drops as Inflation CoolsThe estimated cost-of-living adjustment has waffled this year as inflation has risen and fallen.
March 10, 2025
New Bill Doubles Social Security Tax ThresholdThe Tax Relief Unleashed for Seniors by Trump Act would also index the gross income exclusion to inflation.
March 10, 2025
Former Republican Social Security Chiefs Deride Musk's ActionsWhile they appreciate the interest in efficiency, Andrew Biggs and Jason Fichtner fear beneficiaries will suffer.
March 10, 2025
Social Security Resumes 100% Benefit Clawbacks for OverpaymentsSocial Security advocates called the move, a reversal of a Biden-era policy, "petty, cruel and thoughtless."