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Private Wealth Daily
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Social Security

In network coverage since September 17, 2026 · 11 stories
Network coverage
Tax & estate planning

2027 Social Security COLA set at 3.6%

The increase adds about $75 a month for the average beneficiary, and flat-rate COLA proposals would reduce adjustments for 80% of beneficiaries.
Income & Annuities · Oct 3020% of 401(k) sponsors offer a Social Security claiming tool
Tax & estate planning · Oct 21US pension system graded C+ as sustainability score slips to 57.1
Tax & estate planning · Oct 15Social Security retirement trust fund 2032 exhaustion date holds; funding gap widens to 4.42%
Income & Annuities · Oct 13Guardian survey finds 34% plan income at 80 or older
Policy & ERISA · Sep 29Treasury moves to auto-open Trump Accounts for children with Social Security numbers
RIA · Sep 23Clients are cutting contributions, and the midterms won't fix it
Policy & ERISA · Sep 22The U.S. retirement slide is fiscal, and plan design can't fix it
Products & portfolios · Sep 22US slips to No. 24, and 22% is the planning number
Income & Annuities · Sep 18Half of retirees never chose an income strategy
The Wrap · Sep 17The default, not the annuity shelf, now decides retirement income
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