Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security Changes: What Advisors Need to Know
By Lynn A. NolanNow is the time to meet with clients and formulate a plan before a window of opportunity closes on April 30.
December 10, 2015
To Delay Social Security Claiming, Offer Lump Sum Benefit: ReportOlivia Mitchell and her fellow researchers find that many workers would delay starting their benefits, and work longer, if they received a lump sum.
December 10, 2015
Social Security changes: What advisors need to knowNow is the time to meet with clients and formulate a plan before a window of opportunity closes on April 30, 2016.
December 10, 2015
Social Security changes: What advisors need to knowNow is the time to meet with clients and formulate a plan before a window of opportunity closes on April 30, 2016.
December 09, 2015
How the Bipartisan Budget Act of 2015 affects Social Security prospectingBecause of the complexity of Social Security, its critical that your clients understand the new rules and restrictions.
December 08, 2015
Former Jefferies Trader Wins Reversal of Fraud ConvictionThe federal appeals court ruling throwing out Jesse Litvaks 2014 conviction is deemed a setback for pending cases brought by DOJ and SEC.
December 04, 2015
10 ways to maximize Social Security benefits under the new lawThe recent budget bill killed several popular Social Security claiming tactics which means your clients are going to need these tips.
December 04, 2015
10 ways to maximize Social Security benefits under the new lawThe recent budget bill killed several popular Social Security claiming tactics which means your clients are going to need these tips.