Subscribe

Software companies race to update Social Security advice

Industry leaders ready with new guidance while others play catch up.

There's nothing like a bit of stealth legislation that upends the Social Security advice industry to figure out who is on top of their game — and who is not.

Buried in the budget legislation designed to avoid a government shutdown was the elimination of two key Social Security claiming strate

Subscribe or log in to read the rest of this content.

Learn more about reprints and licensing for this article.

Recent Articles by Author

Social Security in 2024 and beyond

Benefits will be higher next year, but long-term financial concerns persist.

Social Security do-overs and lump sums 

People who claimed Social Security early and now regret it have two opportunities to reverse that decision.

Social Security rules on kids’ benefits

Caregiving parents may receive benefits regardless of their age.

Social Security’s crucial role shadowed by new doubts

Crisis of confidence in the program is prompting many to claim benefits early.

Getting Medicare premiums refunded after death

Survivors can apply for a refund of the deceased person's unused premiums.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print