Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
October 01, 2024
Here's How Much Fixing Social Security Could Cost Your ClientsAffluent couples could lose nearly $1 million in benefits if Congress doesn't act, Ron Mastrogiovanni warns.
September 30, 2024
New Bill Creates $5,000 Investing Accounts for Every ChildAmerican Dream accounts would be invested in index funds and managed by the Social Security Administration.
September 27, 2024
4 Big Takeaways From a Year of PodcastingI talked to an array of experts about annuities and the tricky challenges of retirement income planning.
September 26, 2024
New Bill Increases Social Security Death BenefitThe bill would adjust the lump-sum payment for the first time in 70 years.
September 25, 2024
Mystified by the Social Security Administration? Here's an Inside LookFrom headlines about the Social Security program's funding to questions about disability benefit delays, there's much to unpack.
September 25, 2024
What Raising Retirement Age to 69 Would Do to Social SecurityRaising the retirement age to 69 would result in an average yearly benefit reduction of about 13%, CBO finds.
September 17, 2024
30,000 People Died Waiting on Disability Decisions in 2023, SSA Estimates"It remains imperative that we issue decisions faster at every level," Commissioner Martin O'Malley says.
September 16, 2024
Social Security Claiming: The Case Where Timing Doesn't Matter MuchProjected lifetime benefits can have relatively small differences even when a surviving spouse delays until age 70.
September 11, 2024
Social Security COLA Estimate for 2025 Drops Again to 2.5% on Cooler InflationAt that level, it would be the smallest increase for beneficiaries since 2021, Social Security expert Mary Johnson says.
September 10, 2024
New Bill Ends Tax on Social Security Benefits, but There's a CatchThe bill could put benefits at risk of future cuts, Social Security advocates warn.