Retirement Wire Social Security
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.
How Do Government Pensions Impact Social Security Spousal Benefits?
One of the more complicated provisions of Social Security relates to the impact of a government pension on the spousal, widow or widower benefit.
How Spousal or Divorced Spouse Social Security Benefits Work
While your clients are certainly familiar with Social Security, they may know very little about spousal Social Security benefits.
How Working During Retirement Impacts Social Security Benefits
Help your clients understand what they’ll need to know about returning to work during retirement, and what it might mean for their retirement income.
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.
Mitigating the Impact of Health Care Costs on Social Security
These strategies can help your clients protect their assets, preserve their legacies and avoid Medicaid.
Shoring up Clients’ Social Security Knowledge Part 1: Basics and Collecting
By fully educating your clients – and yourself – on Social Security, you’ll better help them make sound retirement plans, positioning yourself as a trusted expert in the process.
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