Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
The power of asking the right questions
By Van MuellerRemember, the reason we ask questions is to position ourselves as our clients advocates, counselors and advisors.
February 25, 2015
Morgan Stanley Agrees to $2.6 Billion Mortgage Settlement With USOther firms have agreed to spend more than $35 billion over issues tied to the 08 financial crisis.
February 24, 2015
How QLACs are changing the Social Security timing gameFor the higher income client, QLACs can drastically alter even the most basic Social Security strategies, including the typical plan for maximizing retirement income by delaying benefits.
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.