Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
This Big Driver of Social Security Insolvency Has Long Been Ignored
By John ManganaroThe aging population and payroll tax trends don't tell the whole story, former Social Security official Andrew Biggs says.
July 08, 2025
Two Advanced 401(k) Strategies for Tax-Efficient Retirement IncomeThese techniques can help clients give other assets — an IRA or Social Security benefits — more time to grow.
July 08, 2025
6 Reasons Social Security Is Getting Even ShakierSignificant concerns include a high pace of deportations and longer lifespans, Alicia Munnell writes.
July 07, 2025
How the New $6,000 Tax Deduction for Seniors Really WorksA statement from the Social Security Administration applauding Trump's tax bill led to some confusion.
July 02, 2025
12 Cheapest States for a Comfortable Retirement (Without Social Security)While the program likely isn't going anywhere, it might comfort some clients to review the worst-case scenario.
June 30, 2025
Why Advisors Should Never Recommend Social Security Claiming at 62Since Trump took office, more high earners have claimed benefits earlier. They are making a mistake.
June 27, 2025
July 4 Tax Bill Deadline Isn’t the ‘End All’ Date: TrumpRepublicans remain divided over several thorny issues, including size of the SALT deduction.
June 20, 2025
Social Security Fairness Act Benefit Hikes to Be Completed by November: SSASome complex cases are taking longer, the agency says; a Social Security advocate blames delays on budget cuts.