Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Senators Demand Equifax Insider Trading Probe
By Melanie WaddellThe fallout from the massive Equifax hack continues, with lawmakers and consumer advocates continuing to demand further action.
August 30, 2017
Shoring Up Clients’ Social Security Knowledge Part 2: Maximizing Retirement IncomeMost clients arent receiving Social Security advice from their advisors, and the majority of those who do have had to initiate the discussion themselves.
August 28, 2017
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.
August 25, 2017
Don’t Use Reverse Mortgages to Fund Social Security Delay, CFPB WarnsThe consumer watchdog explains why reverse mortgages shouldnt be used to fill the income gap while delaying Social Security.
August 15, 2017
Social Security Working Retirement Tax: Which Spouse’s Earnings Count?Working while claiming Social Security may be common but so are complications, which magnify the advisors role in providing guidance.
August 07, 2017
Social Security 360 Analyzer® ToolDetermine optimal Social Security filing strategies and generate custom reports for your clients with a helpful tool from Nationwide. Sign up for a 30-day trial.
August 07, 2017
Simplify Social Security Filing OptionsLearn three key considerations your clients should make as they begin to plan their Social Security filing decision.
August 07, 2017
Social Security Article: How to Fix a MistakeMost clients file for Social Security before full retirement age, which could be a mistake. Learn four ways clients can change or alter their benefits.