Why 401(k) Withdrawal Rules Are All Wrong
Conventional wisdom about how retirees withdraw assets is repeated as rote, and that’s a problem.
Searching for Sustainable Retirement Income? Here’s an Obvious Solution
Finding the source of stability in retirement might not be as complicated as many advisors think. Our research shows why.
Can the Social Security Trust Fund Survive?
Understanding how the Social Security program works is key to dispelling fears and avoiding bad claiming decisions.
How Behavioral Biases Affect Social Security Claiming Strategies
With Social Security planning, perception is not reality, and the wrong strategy based on incorrect beliefs will severely impact the retirement portfolio.
GOP, Democratic Voters Agree on One Thing: Stabilizing Social Security
Higher taxes are strongly favored over reduction in benefits, no matter the party affiliation.
The Critical Importance of Asset Coordination in Retirement Planning
Failing to account for Social Security in the retirement portfolio is a major fiduciary fail, putting the client’s retirement and the advisor’s business at risk.
Top 10 Social Security Myths: Part 2
Don’t let your clients sacrifice their benefits on the altar of misinformation. In part two of our series, we debunk five more Social Security myths.
Top 10 Social Security Myths: Part 1
Don’t let your clients sacrifice their benefits on the altar of misinformation. In part one of a series, we debunk five big Social Security myths.
Social Security Claiming Options: Don’t ‘Save the Date’
Social Security agents want you to get the most in benefits, but the more important issue is when you get those benefits.
Social Security and Tax Planning: The Advisor Opportunity
Neither process is fun, but relieving the confusion and frustration surrounding the Social Security planning and claiming process represents a major business-building opportunity for advisors.