Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security Analysts Step Up as Program Faces Political Attacks
By John ManganaroMartha Shedden says NARSSA's recent recognition by AARP shows the importance of the organization's work.
May 21, 2025
New Bill Eliminates Cap on Social Security Payroll TaxesThe Medicare & Social Security Fair Share Act also increases the net investment income tax on income above $400,000.
May 15, 2025
House Tax Bill Offers $4,000 Deduction for SeniorsThe proposal is an alternative to the Trump plan to eliminate the income tax on Social Security benefits.
May 13, 2025
2026 Social Security COLA Estimate Rises to 2.4%The projected COLA has risen again, but it’s still running slightly below the 2025 figure.
May 08, 2025
10 Years On, Social Security’s Deemed Filing Rules Still ConfuseNuanced questions about the claiming strategy keep tripping people up, especially in cases of divorce.
May 08, 2025
Social Security Backs Down on 100% ClawbacksIn an "emergency message" to employees, the agency ordered a 50% withholding rate for retirement benefit overpayments.
May 08, 2025
What Tax-Free Social Security Benefits Would Really MeanPayments would increase in the short term, but the policy could accelerate insolvency or be challenged in court.
May 06, 2025
Senate Confirms Bisignano as Social Security CommissionerHouse Ways and Means Chairman Jason Smith said he will work with Bisignano to strengthen Social Security.