Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Kotlikoff: Social Security’s Rules Ripping Off Recipients
By Jane Wollman RusoffLaurence Kotlikoff talks to ThinkAdvisor about some of the most "devious" among Social Security's 1,728 rules and why high-income clients ignore them at their peril.
March 03, 2015
Why Social Security planning can’t be ignored by advisorsAdvisors who dont help their clients claim Social Security are leaving money on the table and may face liability issues.
March 02, 2015
The Third Rail of American Politics Is LiveThe Congressional Budget Office's economic outlook for the next 10 years, released in late January, found that the federal deficit will balloon to 4% of GDP by 2025 from 2.8% today, thanks in large part to entitlement programs like Social Security.
March 02, 2015
While Waiting for Social Security, Whither Retirement Income?William Meyer of Social Security Solutions discusses where clients who delay benefits until 70 should draw income in the meantime.
March 02, 2015
Why I Love AdvisorsAt the TD Ameritrade Institutional conference in January, I participated in a panel session on how advisors can work with the media.
March 02, 2015
Unclaimed Cash: Why Social Security Planning Can’t Be Ignored by AdvisorsAdvisors who dont help their clients claim Social Security are leaving money on the table and may face liability issues.
March 02, 2015
The power of asking the right questionsRemember, the reason we ask questions is to position ourselves as our clients advocates, counselors and advisors.
March 02, 2015
Senate Appropriations Chair Mikulski to RetireLongest-serving woman in the Senate says shell spend the next two years fighting for constituents and plans to introduce a student loan debt bill.