Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
The new debate about Social Security
By Brenton SmithThe costs to "fix" Social Security are now so large that reform is taking a new shape, changing what Social Security does, rather than who will pay for it.
April 14, 2015
Avoid an income-based chain reaction to reduced Social Security benefitsMost clients dont realize that a spike in income can cause a chain reaction that will eventually lead to a reduction in that stable monthly Social Security check.
April 14, 2015
Christie pushes means test for Social Security in New HampshireNew Jersey's governor wants to raise the Medicare eligibility age to 67.
April 14, 2015
Christie pushes means test for Social Security in New HampshireNew Jersey's governor wants to raise the Medicare eligibility age to 67.
April 14, 2015
Social Security Expansion Advocates Target Presidential CandidatesAs millions of Americans prepare this year for one of the biggest milestones in their lives retirement the program that they have come to most depend on in retirement its celebrating its own milestone. The Social Security program turns 80-years-old on August 14.
April 14, 2015
How Working Affects Your Social Security BenefitsIf you are under full retirement age, there is a limit to what you can earn before some or all benefits are withheld.
April 14, 2015
20 Social Security Tax Facts You Need to KnowA Tax Facts expert answers questions on Social Security and taxes that many of your clients are likely pondering.
April 13, 2015
Avoid an Income-Based Chain Reaction to Reduced Social Security BenefitsA reduction in Social Security checks can cause major planning issues for retired clients, so watch out for Medicares two-year lookback.