Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Are Social Security’s Benefit Statements Useless for Accurate Planning?
By John ManganaroThe simplified forms, released in 2021, are proving to have some serious shortcomings.
February 25, 2025
Social Security Fairness Act Retroactive Benefit Payments Starting 'Immediately'SSA's original estimate of taking a year or more will only apply to complex cases, SSA's Dudek says.
February 25, 2025
Social Security Administration Closes Offices, Realigns FunctionsThe agency closed its Office of Civil Rights and Equal Opportunity and its Office of Transformation.
February 24, 2025
Social Security Claiming: The Case of Medicare and the Non-Working SpouseSpouses without an earnings record must wait for their working spouse to file, but Medicare is another matter.
February 21, 2025
Senators Press Acting Social Security Head on DOGE AccessThey raised concerns that Musk and Trump had made false fraud claims as a pretense for benefit cuts.
February 20, 2025
What Trump’s Tax Policies Could Mean for ClientsSeveral proposals could affect planning priorities for the near and long term.
February 20, 2025
Social Security Head Refutes Claim That Millions Over 100 Are Collecting BenefitsMany records do not contain a date of death, says Lee Dudek, the agency's acting commissioner.
February 19, 2025
No, Social Security Is Not Rife With FraudThe notion that millions of dead people are receiving checks is "absurd, corrosive nonsense," a financial writer says.