Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Important Goal with Cost Basis Reporting—Avoid Surprises!
By thinkadvisorAmong the more frustrating aspects of cost basis reporting are the potential surprises. For example, you intended to sell a specific lot, but the account's default accounting method was used instead. Or you are selling securities that were recently transferred, but the original cost basis was not provided by the...
November 20, 2014
Securities America Nabs Ex-Advisor Group RecruiterGary Bender spent the bulk of his career at independent broker-dealers Royal Alliance and Woodbury.
November 20, 2014
5 things every working woman should know about Social SecurityWith women accounting for nearly 50 percent of the U.S. workforce, its important to understand the basic rules that will affect the amount of their Social Security benefit.
November 18, 2014
Senator Says Spending Bill Ready Soon, Vows to Fight Social Security CuttersSenate Appropriations head Barbara Mikulski sees the incoming GOP-controlled Congress as likely to reduce the number of Social Security field offices.
November 18, 2014
Securities America Wraps Up $2.5B Insurance AcquisitionThe latest deal brings the IBD to more than 200 advisors and an OSJ that sells variable insurance products.
November 17, 2014
How Behavioral Biases Affect Social Security Claiming StrategiesWith Social Security planning, perception is not reality, and the wrong strategy based on incorrect beliefs will severely impact the retirement portfolio.
November 14, 2014
Top 9 Investor Threats for 2015: NASAAState regulators are seeing classic threats to investors morph into new or altered dangers, many fueled by the Internet, says NASAAs president.
November 11, 2014
10 Best Investing Sites for Mobile Users: 2014Whats better, a mobile app or a mobile-optimized website? While most prefer the former, improved mobile sites are beginning to blur that distinction.