Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Claiming Social Security; When Clients Go Bad; Fighting Public Corruption: Investment Advisor March Features—Slideshow
By Danielle AndrusWhile advisors are not required to provide help with Social Security claiming strategies, some experts believe clients who sue their advisors over bad advice could have a case.
February 24, 2015
QLACs Change the Game in Social Security TimingInsurance carriers have begun to offer qualified longevity annuity contracts, which can reshape a clients entire retirement income planning strategy.
February 20, 2015
What you need to know about how Social Security is taxedTrue or false? The government applies a means test that focuses the highest tax rates in the entire system on middle class income.
February 20, 2015
What you need to know about how Social Security is taxedTrue or false? The government applies a means test that focuses the highest tax rates in the entire system on middle class income.
February 18, 2015
No Social Security? U.S. retirement gap would increase to $7.9 trillion this yearFor early baby boomers, retirement savings deficits vary from $19,304 to $33,778, an EBRI analysis shows.
February 11, 2015
Senator warns of Republican moves to cut Social SecurityVermont Senator Bernie Sanders is planning a Social Security fight.
February 10, 2015
What New York says about insurers' cyber failingsRegulators see signs that insurers' defenses may be skimpy.
February 06, 2015
Do you know these Social Security facts?Clients nearing retirement have lots of questions around Social Security. How well can you answer them?