Stay updated on critical tax rules for Social Security, annuities, and investment products with expert insights designed for financial advisors and wealth managers.

AARP's nonpartisan advocacy efforts focus on protecting Medicare and Social Security amid funding challenges and policy changes. Learn about recent campaigns and member engagement strategies.

The Social Security Administration forecasts a 2.7% cost-of-living adjustment for 2026 benefits, with key changes to full retirement age and tax limits impacting beneficiaries.

Projected 2.8% Social Security COLA for 2026 offsets by rising Medicare Part B and D premiums amid increasing senior poverty rates. Key inflation and policy insights.

Medicare and Social Security trust funds are expected to run dry by 2033 due to rising hospital costs and weak wage growth, potentially reducing benefits by 23%. Nebraska offers Medicare education programs to assist beneficiaries in understanding their options.

Social Security benefits in 2026 will increase by 2.7%, but rising Medicare Part B and D premiums will significantly reduce the net gain for retirees, highlighting challenges in healthcare cost inflation and COLA calculations.

Explore how changes in CPI reporting and BLS leadership impact inflation-protected retirement income strategies, focusing on annuities with fixed escalators versus CPI-based adjustments.

Senator Kelly outlines significant effects of recent Medicaid and Social Security policy changes in Arizona, focusing on coverage loss, work requirements, and bipartisan legislative efforts.

Understand the 2025 Social Security earnings test thresholds and strategic tax-efficient income planning to preserve benefits for retirees with earned income.

The 2025 Social Security Trustees Report highlights retirement income risks and promotes diversified strategies including annuities, dividend stocks, and alternative investments to build resilient portfolios.