Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
12 Questions Clients Will Ask About Their Social Security Benefits
By John ManganaroJason Fichtner, a former Social Security official, answers common questions on how the shortfall could affect retirees.
April 06, 2023
8 'Must-Know' Facts About the Social Security Trustees ReportA diverse group of policy experts broke down what the recent report means for the program's future.
April 06, 2023
9 Ways to Help Clients Reduce Taxes on Social SecurityThere are a number of ways you and your clients can lower or eliminate taxes on these benefits.
April 04, 2023
My Wacky Idea to Save Social SecurityThere is a way to avoid cutting benefits and raising taxes. But will Americans embrace it?
April 03, 2023
7 New Social Security Bills in Congress NowOne bill aims to guarantee benefits during a debt limit standoff, for instance; another would raise benefits by over $2,000 a year.
April 02, 2023
Social Security Trust Funds Hit by Big 2022, 2023 COLAsOther factors are effecting Social Security, too, such as lower projected GDP growth and greater longevity among beneficiaries.
March 31, 2023
Hopes for Bipartisan Social Security Fix Dimmed by Biden-GOP TensionsThe breakdown comes despite signs that Social Security benefits are at real risk if current policies aren't changed.
March 31, 2023
Social Security Retirement Fund on Track to Go Bust in 2033: Trustees ReportAllowing the programs to become insolvent could lead to reductions in benefits, The Senior Citizens League says.