Coordinating Roth IRAs and Social Security for Maximum Retirement Income
The coordination of Roth distributions, conversions and Social Security collection present an opportunity for advisors to build their clientele and partner with other professionals.
How the Social Security COLA Really Affects Your Clients
Retirement is getting more complicated, and clients increasingly need specialized advice to hedge against longevity risk – providing an excellent opportunity for advisors.
The Role of Social Security in Your Clients’ Portfolios
How great a role should Social Security play in your clients’ retirement income plans?
Where Is Social Security Headed?
It is important to help your clients paint a realistic picture of Social Security’s reliability so they can make informed choices.
Broadening Your Social Security Horizons
For the majority of Americans who aren’t receiving any Social Security advice, there’s a tremendous opportunity for forward-thinking advisors.
Collecting Social Security Overseas
In our increasingly global economy, any retirement advisor should be able to help clients understand their benefits when retiring abroad.
Are Your Clients’ Social Security Checks Smaller Than Expected?
For retirees on modest, fixed incomes, even a small miscalculation can have significant consequences.
Shoring Up Clients’ Social Security Knowledge Part 2: Maximizing Retirement Income
Most clients aren’t receiving Social Security advice from their advisors, and the majority of those who do have had to initiate the discussion themselves.
Correcting Miscalculated Social Security Benefits
It’s not uncommon for seniors to receive less Social Security than expected. Even a small miscalculation in the primary insurance amount may derail their plans – especially if it’s magnified by early or delayed collection.
Should Clients Ever Collect Social Security Early?
There are a few cases in which collecting early makes sense. Here are some considerations to keep in mind.