Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Why NASAA Is Leading the Charge Against Elder Fraud
By William BeattyAt least one-third of the enforcement actions initiated by state securities regulators involve senior investors, and NASAA is tackling the issue head on.
November 03, 2014
GOP, Democratic Voters Agree on One Thing: Stabilizing Social SecurityHigher taxes are strongly favored over reduction in benefits, no matter the party affiliation.
October 23, 2014
Social Security benefits to go up by 1.7%The COLA increase amounts to about $20 a month for the typical Social Security recipient. The average monthly payment today is $1,192.
October 16, 2014
Boomers who save the most take hit on MedicareThere are measures retirees -- and their advisors -- can take to lower Modified Adjusted Gross Income assessments.
October 16, 2014
File and suspend creates a Social Security insurance policyA loophole can allow clients who have delayed retirement to access their benefits even after the initial decision to defer has been made.
October 16, 2014
Top 10 Social Security myths: Part 2These takeaways will help you and your clients demystify Social Security.
October 08, 2014
Top 10 Social Security myths: Part 1Any one of these Social Security myths could derail a client's retirement plan.
October 06, 2014
File and Suspend Creates a Social Security Insurance PolicyA Social Security loophole lets clients who have delayed retirement get benefits even after the initial deferral decision has been made. There's one caveat, however.