Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security, trust funds and making promises: Megan McArdle
By Megan McArdleArguments over the viability of Social Security, trust funds and promises being made is an argument that's not going away without a fight.
April 07, 2015
Easing Millennials’ Investing Fears: Northwestern MutualAdvisor Chantel Bonneau, a millennial herself, talks about Northwestern Mutual's recent study and how to boost the investing confidence of younger clients.
April 07, 2015
20 Social Security tax facts you need to knowHow does a life agent pay Social Security taxes on renewal commissions? Are benefits subject to income tax withholding? Answers to your (and your clients') most pressing questions.
April 07, 2015
20 Social Security tax facts you need to knowHow does a life agent pay Social Security taxes on renewal commissions? Are benefits subject to income tax withholding? Answers to your (and your clients') most pressing questions.
April 03, 2015
Another Politician Wants to Ban Insider TradingThree bills are being introduced in Congress to re-forbid insider trading. The Himes bill does the least violence to existing law.
April 02, 2015
Late-Night Social Security Votes Have Major Political RamificationsThree recent Senate votes related to Social Security benefits may hold clues to how candidates will line up on the issue in the presidential campaigns.
April 01, 2015
Social Security: How to Fix A MistakeYou have an appointment with a client who has already elected Social Security and now realizes he made a mistake.
March 31, 2015
While waiting for Social Security, whither retirement income?Advisors' strategies for drawing Social Security benefits for clients may be backwards.