Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Top stories: Week of March 16, 2015
By Lynette GilSee the companies that made it onto Fortune magazine's Best Places to Work list, why SSA is ripping off high-income clients and the ultimate tax cheat sheet.
March 06, 2015
Merrill Grabs $3.1M Team From UBS in Palm BeachThe veteran group includes four advisors with about $500 million in client assets.
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 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.