Fund Firms Lag in Social Security Support to Advisors
Only BlackRock is recognized as a Social Security resource by a majority of advisors; the Social Security Administration is the top source of information overall.
Social Security: Then, Now and the Future
To understand Social Security's future, you have to know its past. A Social Security primer, with some surprising facts about who benefits most and least.
Older Workers More Likely to Have Access to Retirement Plans
The workers most likely to be focused on saving for retirement probably have access to an employer-sponsored plan and are contributing to it, ICI says.
The Numbers Don’t Lie: Boomers Nervous About Health Care, Social Security
The 2012 Retirement & Politics Survey by Allianz has found that “transition boomers”—people between the ages of 55 and 65 who are less than 10 years away from retirement—see rising health care costs and Social Security as having the greatest impact on their retirement outlook.
2012 Advisor Hall of Fame
Welcome to Research magazine’s Advisor Hall of Fame, now in its 22nd year.
Medicare, Taxes, Retirement Are Targets in Hearing
Among the proposals was one to change the tax treatment of retirement plans.
Social Security Trusts to Run Out in 2036, According to Report
The Social Security Board of Trustees released its annual report outlining Social Security's health, and Labor Secretary Solis and others were quick to offer their takes on the results.
Reason 1,023 for offering disability insurance
We've all known about the probability of needing, and using DI. Now there are more hard numbers to back it up. The Associated Press reports Social...
Social Security Administration offers new "Retire Online" application service
The Social Security Administration's new campaign for its "Retire Online" application tool boasts the phrase, "it's now easier to retire than ever online." Let's hope...
New & Improved Online Social-Security Benefits Calculator
Social Security retirement benefits are an important component of many clients' retirement incomes, but getting reliable estimates of future benefits has always been awkward. Fortunately,...