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New Social Security, Pension and RMD Rules Reshape Retirement Landscape

Lane Johnson, 2-time Eagles Super Bowl champion, retires after ...
Lane Johnson, 2-time Eagles Super Bowl champion, retires after …

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Key developments:

  • The Social Security Administration has adjusted its overpayment withholding policy, moving from a 100% default to a 50% default for most new Title II overpayments beginning April 
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New Federal Rules Shift Social Security Withholding, Eliminate WEP/GPO Penalties, and Push RMD Age to 75

Lane Johnson, 2-time Eagles Super Bowl champion, retires after ...
Lane Johnson, 2-time Eagles Super Bowl champion, retires after …

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Key developments:

  • The Social Security Administration now defaults to a 50% withholding rate for most new overpayment recoveries, a shift from the brief 10% rate used in early 2024
…

Social Security Benefits: What You Need to Know Before You Retire

What is Social Security?

Social Security is a federal insurance program that provides retirement, disability, and survivor benefits to eligible Americans. In 2026, over 70 million people receive Social Security benefits, making it the largest government program in the United …