No Result
View All Result
SUBMIT YOUR ARTICLES
  • Login
Thursday, October 30, 2025
TheAdviserMagazine.com
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
No Result
View All Result
TheAdviserMagazine.com
No Result
View All Result
Home Financial Planning

How advisors are planning for Social Security changes

by TheAdviserMagazine
3 months ago
in Financial Planning
Reading Time: 1 min read
A A
How advisors are planning for Social Security changes
Share on FacebookShare on TwitterShare on LInkedIn


Enjoy complimentary access to top ideas and insights — selected by our editors.

Social Security has been at the center of a whirlwind of developments this year, and financial advisors are watching closely.

Since January, the program has generated headline after headline. Call wait times at the Social Security Administration surged in the early months of the Trump administration. 

Soon after, changes tied to the Social Security Fairness Act triggered record search interest, as roughly 3.2 million retirees with pensions from non-covered employment became newly eligible for higher benefits. At the same time, the agency briefly reinstated a controversial 100% clawback policy on overpayments — then quietly walked it back.

And that’s only part of the story. With new tax deductions for seniors, mounting concerns about the program’s long-term funding and shifting public sentiment, Social Security is once again a top-of-mind issue. Here’s how advisors are making sense of the changes, and what they’re doing to prepare clients.



Source link

Tags: advisorsPlanningSecuritySocial
ShareTweetShare
Previous Post

SentinelOne to buy Israeli startup Prompt Security for $300m

Next Post

Verb Stock Soars 200% After TON Treasury Plan

Related Posts

edit post
How to keep your AI use from violating industry rules

How to keep your AI use from violating industry rules

by TheAdviserMagazine
October 29, 2025
0

Advisors using AI could take a big step toward regulatory compliance if they began every query proposed to ChatGPT or...

edit post
AI investment risks beg for diversification

AI investment risks beg for diversification

by TheAdviserMagazine
October 29, 2025
0

The largest stocks' artificial intelligence correlation and concentration are fueling the risk that the technology firms investing in chips and...

edit post
Top Sale Items You Can Donate to Your Local Food Bank

Top Sale Items You Can Donate to Your Local Food Bank

by TheAdviserMagazine
October 29, 2025
0

With food prices rising everywhere, it can feel harder than ever to give back — but helping your local food...

edit post
Oasis CEO uses AI to create financial plans, stock analyses

Oasis CEO uses AI to create financial plans, stock analyses

by TheAdviserMagazine
October 29, 2025
0

Oasis Group CEO John O'Connell had just used AI to run an analysis meant to help hypothetical clients decide if...

edit post
Extending Inherited IRA Distributions Beyond 10 Years By Naming Intentionally Non-Designated Beneficiaries

Extending Inherited IRA Distributions Beyond 10 Years By Naming Intentionally Non-Designated Beneficiaries

by TheAdviserMagazine
October 29, 2025
0

Before the SECURE Act was passed in 2019, non-spouse heirs who inherited IRAs could 'stretch' Required Minimum Distributions (RMDs) over...

edit post
Southwest’s New Debit Card Lets You Earn Points

Southwest’s New Debit Card Lets You Earn Points

by TheAdviserMagazine
October 28, 2025
0

Southwest Airlines just launched a Rapid Rewards® Debit Card, and its rewards are pretty generous — for a debit card....

Next Post
edit post
Verb Stock Soars 200% After TON Treasury Plan

Verb Stock Soars 200% After TON Treasury Plan

edit post
10 Best Dividend Stocks You’ve Never Heard Of

10 Best Dividend Stocks You've Never Heard Of

  • Trending
  • Comments
  • Latest
edit post
77-year-old popular furniture retailer closes store locations

77-year-old popular furniture retailer closes store locations

October 18, 2025
edit post
Pennsylvania House of Representatives Rejects Update to Child Custody Laws

Pennsylvania House of Representatives Rejects Update to Child Custody Laws

October 7, 2025
edit post
What to Do When a Loved One Dies in North Carolina

What to Do When a Loved One Dies in North Carolina

October 8, 2025
edit post
Another Violent Outburst – Democrats Inciting Civil Unrest

Another Violent Outburst – Democrats Inciting Civil Unrest

October 24, 2025
edit post
Probate vs. Non-Probate Assets: What’s the Difference?

Probate vs. Non-Probate Assets: What’s the Difference?

October 17, 2025
edit post
California Attorney Pleads Guilty For Role In 2M Ponzi Scheme

California Attorney Pleads Guilty For Role In $912M Ponzi Scheme

October 15, 2025
edit post
Here’s How the Fed’s Rate Cut Will Impact Real Estate During the Holidays

Here’s How the Fed’s Rate Cut Will Impact Real Estate During the Holidays

0
edit post
Stock-picking key to generating alpha in a sideways market: Mihir Vora

Stock-picking key to generating alpha in a sideways market: Mihir Vora

0
edit post
The Best Long-Term Rental Markets According to the Data (and Common Sense)

The Best Long-Term Rental Markets According to the Data (and Common Sense)

0
edit post
Radioactive Tsunamis | Armstrong Economics

Radioactive Tsunamis | Armstrong Economics

0
edit post
Binance Responds to Charges of Supporting Trump-Family Crypto USD1 and WLFI Soon After CZ Pardon

Binance Responds to Charges of Supporting Trump-Family Crypto USD1 and WLFI Soon After CZ Pardon

0
edit post
Here’s The Real Reason She Wants A Prenup

Here’s The Real Reason She Wants A Prenup

0
edit post
Stock-picking key to generating alpha in a sideways market: Mihir Vora

Stock-picking key to generating alpha in a sideways market: Mihir Vora

October 30, 2025
edit post
Binance Responds to Charges of Supporting Trump-Family Crypto USD1 and WLFI Soon After CZ Pardon

Binance Responds to Charges of Supporting Trump-Family Crypto USD1 and WLFI Soon After CZ Pardon

October 30, 2025
edit post
Guardant Health raises 2025 revenue outlook to 0M with Shield partnerships and strong oncology growth (NASDAQ:GH)

Guardant Health raises 2025 revenue outlook to $970M with Shield partnerships and strong oncology growth (NASDAQ:GH)

October 30, 2025
edit post
Bitcoin, Ethereum dip after Fed chair hints that 25-point rate cut may be last of 2025

Bitcoin, Ethereum dip after Fed chair hints that 25-point rate cut may be last of 2025

October 30, 2025
edit post
Radioactive Tsunamis | Armstrong Economics

Radioactive Tsunamis | Armstrong Economics

October 30, 2025
edit post
Xi strikes conciliatory tone as he meets Trump in South Korea

Xi strikes conciliatory tone as he meets Trump in South Korea

October 29, 2025
The Adviser Magazine

The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.

CATEGORIES

  • 401k Plans
  • Business
  • College
  • Cryptocurrency
  • Economy
  • Estate Plans
  • Financial Planning
  • Investing
  • IRS & Taxes
  • Legal
  • Market Analysis
  • Markets
  • Medicare
  • Money
  • Personal Finance
  • Social Security
  • Startups
  • Stock Market
  • Trading

LATEST UPDATES

  • Stock-picking key to generating alpha in a sideways market: Mihir Vora
  • Binance Responds to Charges of Supporting Trump-Family Crypto USD1 and WLFI Soon After CZ Pardon
  • Guardant Health raises 2025 revenue outlook to $970M with Shield partnerships and strong oncology growth (NASDAQ:GH)
  • Our Great Privacy Policy
  • Terms of Use, Legal Notices & Disclosures
  • Contact us
  • About Us

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.

Welcome Back!

Login to your account below

Forgotten Password?

Retrieve your password

Please enter your username or email address to reset your password.

Log In
No Result
View All Result
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.