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What the 2026 Social Security COLA Means for Your Clients

Social Security checks will rise in 2026 thanks to the annual cost-of-living adjustment. Here’s what that looks like in dollars — and what it means for retirees.

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Question of the Week: Social Security

Can someone receive half of their spouse’s Social Security benefit and then switch to their own at FRA?

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Roth Conversions: No Do-Overs

Roth conversions have become a key strategy in retirement planning, but there's one critical rule to remember.

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Medicare & HSAs: A Common Pitfall

The timing of discontinuing HSA contributions and Medicare enrollment is essential in avoiding penalties.

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Beyond the Headline: The Real Impact of the 2026 Social Security Increase

Social Security’s “raise” for 2026 might not stretch as far as clients think. Find out how much they'll actually keep—and strategies to protect their income from rising costs.

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Question of the Week: Social Security (Extended Insight)

Can my client receive half of their spouse’s Social Security benefit and then switch to their own at FRA?

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Understanding the IRA Pro-Rata Rule

For many savers, the backdoor Roth IRA strategy has become an essential tool for building tax-free retirement income. But there’s a catch that often goes unnoticed until tax time: the IRA pro-rata rule.

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The Taxation of Social Security Benefits: From 1983 to the OBBBA Era

When Social Security was established in 1935, benefits were designed to be tax-free. But over time, as the system evolved and concerns about solvency grew, taxation entered the picture.

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HSAs: The Triple Threat in Retirement Planning

We often use the term “triple threat” to describe someone with exceptional talent in three areas—like an entertainer who can act, sing, and dance. But in the world of retirement planning, we find our own triple threat: the Health Savings Account (HSA).

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Qualified Charitable Distributions – A Great RMD Reduction Strategy

We’ve all heard the saying: It’s not what you make, but what you keep that matters. With retirement income planning, this can be looked at through the lens of generating tax-efficient income through various solutions and strategies. One such strategy is Qualified Charitable Distributions (QCDs).

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What the 2026 Social Security COLA Means for Your Clients

Social Security checks will rise in 2026 thanks to the annual cost-of-living adjustment. Here’s what that looks like in dollars — and what it means for retirees.

Gated Content