Kotlikoff: Social Security’s Rules Ripping Off Recipients
Laurence Kotlikoff talks to ThinkAdvisor about some of the most "devious" among Social Security's 1,728 rules—and why high-income clients ignore them at their peril.
Unclaimed Cash: Why Social Security Planning Can’t Be Ignored by Advisors
Advisors who don’t help their clients claim Social Security are leaving money on the table — and may face liability issues.
QLACs Change the Game in Social Security Timing
Insurance carriers have begun to offer qualified longevity annuity contracts, which can reshape a client’s entire retirement income planning strategy.
Social Security Is Failing Elderly Women: Sen. Wyden
At hearing, lawmakers explore ways to shore up Social Security for women, as they are twice as likely as men to fall into poverty.
Top Portfolio Products: China Bond ETF From Global X
AssetMark adds donor-advised fund, while Franklin Templeton launches Social Security optimizer tool.
Senator Says Spending Bill Ready Soon, Vows to Fight Social Security Cutters
Senate Appropriations head Barbara Mikulski sees the incoming GOP-controlled Congress as likely to reduce the number of Social Security field offices.
Maximizing the Retirement Paycheck
Social Security deferral and a private annuity strategy make for a powerful income combo.
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.
Skipping Social Security Advice Equals Missed Opportunity for Advisors
There is rising demand for Social Security guidance, but only a small percentage of advisors are reaping the benefits of offering it, new research says.
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.