How the Social Security Fairness Act Affects Claiming Strategies
By John ManganaroSome clients who never filed for benefits now have a strong incentive to do so, Joe Elsasser says.
January 03, 2025
Delay Social Security, Invest More or Buy an Annuity: What’s Best for Retirement Income?It’s possible to claim early and reinvest for better returns, but it requires significant risk, David Blanchett finds.
December 31, 2024
What Clients Really Ask Accountants About AnnuitiesThe classics, like tax benefits or income deferral, never go out of style.
December 30, 2024
Social Security Fairness Act Could Cause New ProblemsExperts agree that the WEP needs to go, but more reforms are needed to truly make benefits fair.
December 23, 2024
What the New $1.9T Spending Law Means for Life and Annuity LegislationThe American Relief Act contains no life insurance or annuity provisions, but it rattled the policy gameboard.
December 23, 2024
2 Big Takes on the Market in 2025The sentiment of Schwab and Fidelity analysts is mainly bullish — with caveats.
December 16, 2024
Could a Term-Limited Trump Finally ‘Fix’ Social Security?Term-limited politicians have more room to act on controversial topics, former SSA economist Jason Fichtner says.
December 11, 2024
SEC Rule Predictions: What's In, What's Out in 2025Attorneys expect a slowdown or halt on texting fines and a potential Custody Rule revamp, among other changes.