Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
End Taxes on Social Security? Popular, Yes, With One Big Downside
By John ManganaroA bill revived in Congress would enact President Donald Trump’s campaign pledge to cut Social Security taxes.
February 12, 2025
2026 Social Security COLA Estimate Ticks Up on Higher InflationThe Senior Citizens League’s model now predicts that the 2026 COLA will come in at 2.3% for 2026.
February 10, 2025
Social Security Claiming: The Case of Double DivorceWhen taxpayers have no workers benefit of their own, filing for benefits after ending a marriage isn’t complicated.
February 10, 2025
DOGE's Next Target: Social SecurityMusk and DOGE "are attempting to radically downsize" the Social Security Administration, an advocacy group says.
February 10, 2025
Trump Tax Cuts’ Cost Estimated at $5T to $11TSome of the president's proposals affect Social Security, overtime pay, tips and SALT deductions.
February 06, 2025
The Social Security and Medicare Consequences of 'Unretirement'It's critical that clients understand the financial repercussions of returning to work before they decide to unretire.
February 06, 2025
Judge Blocks DOGE Access to Treasury Payment SystemsAn interim order blocks Elon Musk and DOGE employees from accessing Treasury data while a lawsuit proceeds.
February 05, 2025
Treasury Defense of DOGE in Payment System Raises SkepticismThe Treasury secretary's response "raises more questions than answers,” Sen. Elizabeth Warren says.