Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
August 05, 2024
Social Security Claiming: The Case of the Pension OffsetIn this case study, the wife must contend with two Social Security rules that hit some retirees with pensions.
August 05, 2024
New Social Security Bill Phases Out Payroll Tax CapHigh earners would get bigger benefits in exchange for paying FICA taxes on all their wages.
August 02, 2024
The Big Social Security Question Facing Stay-at-Home SpousesShould a dependent spouse return to work to get their credits? Here's what to consider.
August 01, 2024
Social Security Gets $509M Budget Boost in New Spending BillBut the proposed increase is "barely enough for SSA to keep up with fixed costs," says advocate Nancy Altman.
August 01, 2024
Trump Vows to Cut Taxes on Social Security in Bid to Woo SeniorsSuch a move would cut levies for some elderly Americans but could further strain benefits for pre-retirees.
July 24, 2024
The Hard Truth About Exiting the WorkforceWe all like to imagine leaving the job on our own terms, but that's far from a guarantee.
July 24, 2024
8 Fast-Growing Expenses for Retirees, RankedAll Americans are confronting inflation, but seniors have faced a particularly pernicious price crunch since 2010.
July 16, 2024
Social Security Claiming: A Tale of Two Survivor BenefitsA woman is elegible for benefits from two deceased ex-spouses. How should she time her claims?
July 12, 2024
Social Security Tells Some Online Users to Move Their AccountsTo keep online access, users with older accounts need to transition them soon.
July 11, 2024
Social Security COLA Estimate for 2025 Drops to 2.7% on Cooler Inflation DataLower inflation in June has pushed down the projected adjustment to retirement benefits next year.