Annuities and Social Security: What Retirees Need to Know
Three top retirement planners explain how they're dealing with two of the hottest client topics out there.
Claiming Social Security at 70 Can Cost You: T. Rowe Study
Americans who delay claiming till age 70 to maximize their benefits may be also undermining their retirement income. Yes, you read that correctly.
AARP Blasts Social Security Benefit Increase as Too ‘Small’
The 1.5% COLA will “quickly be consumed by the rising costs of basic needs like food, utilities and health care,” says AARP.
Don’t Claim Social Security Before 70, Alicia Munnell Says
Munnell of Boston College argues that 70 is the de facto retirement age — at least as far as Social Security is concerned.
4 Big Changes to 401(k)s, IRAs in Obama’s 2014 Budget
The president’s budget blueprint proposes a number of reforms that would mean big changes in how retirement is financed.
Why Social Security Expertise Is Critical to Clients — and Advisors
According the Social Security Administration, 74% of recipients are receiving a reduced benefit amount.
How to Prospect for Clients by Coordinating Social Security Benefits
Many advisors don’t know how to educate clients on integrating Social Security into their retirement plans -- and advisors don’t realize that such knowledge can be an entry point for new lead generation, says PlanMyBenefit.com’s Seth Stewart.
Social Security Payouts Will Dry Up in 2033: Trustees Report
While Social Security and Medicare are meeting their commitments today, and will continue to do so in the years ahead, “these programs face long-term challenges,” Treasury Secretary Jack Lew said.
Time Is Running Out for Social Security’s File and Suspend—Cash In Now
Looming changes to the Social Security system meant to shore up its pending insolvency have renewed the urgency of maximizing benefits for high-net-worth clients.
T. Rowe Social Security Calculator Shows Strategies to Boost Benefits
T. Rowe Price's Benefits Evaluator helps advisors calculate the goals-based annual dollar amount that clients stand to claim from Social Security under a variety of scenarios.