Social Security

Social Security beneficiaries may welcome the withholding rate reduction, but financial advisors say the back-and-forth policy changes threaten to erode public confidence in the agency.

Retiree confidence surged in early 2025, an EBRI survey found. But those positive feelings may not withstand current market conditions.

Call wait times are expected to worsen as staff cuts grow, but financial advisors say there are ways to help clients dealing with the frustrating situation.

As inflation cools, Social Security's annual cost-of-living adjustment is projected to decline in 2026. Seniors say the benefit bump won't be enough.

New rules will tighten identity verification for benefits, limiting phone claims to fight fraud, the Social Security Administration announced.

The sharp reversal of Biden-era policy that capped overpayment recovery at 10% of a person's monthly benefit is expected to recover $7 billion over 10 years.

The Social Security Administration recovered $4.9 billion in overpaid benefits last year, according to a report to Congress.

A change to Social Security will impact millions of beneficiaries. Here's what financial advisors need to know.

The move can help boost income, but financial advisors say it can also bring unintended Social Security consequences.

A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.

The law will increase benefits for millions of retirees, but it's still not clear where the added funds will come from.

The vast majority of seniors surveyed about Social Security's COLA say the number should be as much as five times higher than the government is forking over this year.

The bill now heads to President Biden's desk, but supporters and critics alike worry about how it will be funded.

Here's a roundup of tax-related news and insights on politics, practice management, investment strategies, health savings accounts, estate planning and more.

Having missed out on yesterday's pensions and today's 401(k) features, the latchkey generation is woefully unprepared for retirement. Here's how advisors can help.

In ways big — e.g., Donald Trump's reelection — and small — e.g., a slight reprieve for Social Security's trust fund — 2024 was a turning point for American retirement. Here's what happened.

Just before the year ends, Congress may pass the Social Security Fairness Act. Here's what's in the bill and who it's for.

Six out of 10 retirees leave the workforce earlier than they planned, according to a new Transamerica study. Here's why — and how advisors can help.

In 2025, premiums for Medicare Part B will grow twice as fast as Social Security benefits — and those premiums are deducted straight from the checks.

As Donald Trump returns to the White House, what changes can seniors — and their advisors — expect to America's oldest social program?