Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
New Social Security Bill Boosts Survivors Benefit
By Melanie WaddellThe surviving spouse would get 75% of the combined couple's benefit; another bill boosts the caregiver's credit.
June 13, 2023
Social Security COLA Estimated at 2.7% for 2024 as Inflation CoolsThe estimated benefit increase reflects price growth of 0.1% in May and 4% from a year ago.
June 07, 2023
Why Clients Shouldn't Wait to Claim Ex-Spousal Social Security BenefitsThe ex-spouse's benefit will not increase if they wait beyond full retirement age to claim it.
June 07, 2023
10 Reasons to Claim Social Security Before 70Waiting until age 70 will result in the highest possible benefit, but it's not always the best choice.
June 07, 2023
House Panel Advances Social Security Identity Theft BillsThe "epidemic" of Social Security scams is "out of control," says Mary Johnson of The Senior Citizens League.
June 06, 2023
Social Security Cuts on the Table as McCarthy Assembles CommissionHouse Speaker Kevin McCarthy intends to create a group to scrutinize spending, including on Social Security and Medicare.
June 05, 2023
Debate: Should Workers on Medicare Be Allowed to Fund HSAs?There are proposals to change this rule, but they would impose other restrictions on use of HSA money.
June 02, 2023
9 Weird Facts About Social Security's Retirement Earnings TestUnderstanding earnings test rules can help clients tailor claiming strategies when "working in retirement" is on the table.