Social Security

We spend our careers measuring income, assets and rates of return, but the return that matters most is what all those years of discipline allow you to do.

High‑stakes civil action; explainable AI; productivity partners; and other highlights from our favorite tax bloggers.

Trump took his economic pitch to The Villages in Florida where he promoted a deduction for seniors that helps reduce their tax burden.

Monthly checks for nearly 71 million Americans receiving Social Security benefits will increase by 2.8% next year, a slightly larger adjustment than in 2025.

The commissioner of the Social Security Administration, Frank Bisignano, has been named to a dual role as CEO of the Internal Revenue Service, a new position.

Cerulli's research based on a survey of wealth and asset management firms suggest that firms have only just begun to address clients' comprehensive planning needs.

States' adoption of OBBBA; replacing cigarette and property taxes; dirty water; and other highlights from our favorite tax bloggers.

A Social Security floor-offset design, utilizing a sovereign wealth fund, could help alleviate current and future funding obligations.

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.

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.

Critics warn that the measure comes at the cost of pushing the fund further toward insolvency.

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

Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions.

A complex mixture of new or expiring laws, intersecting retirement planning questions and the threat of so-called stealth taxes could add up to a highly beneficial strategy.

Tax cuts and Mickey's slice; avoiding FBARs; COLA wars; and other highlights from our favorite tax bloggers.

Saying 'yes' too much; M&A mania; partners' income spread; and other highlights from our favorite tax bloggers.

Here are some ways to build your wealth outside your practice.

An overwhelming 77% of voters in the seven states that will decide the 2024 presidential election like the idea of a billionaires tax to bolster Social Security shortfalls.

Assessing your fees; partner comp; how to spend money; and other highlights from our favorite tax bloggers.

The more than 71 million people receiving benefits will get the smallest gain since 2021, reflecting a significant cooling in inflation.