Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Distribution planning for the senior demographic
By Ben HuddleAs 10,000 people retire every day for the next 20 years, advisors will witness the greatest retirement surge in history.
July 28, 2014
Personal Securities Reporting: Push Back at Your PerilYour spouse or parents may need to report certain securities they hold to your compliance officer. Failure to do so may get you fired.
July 28, 2014
Social Security disability could be broke by 2016 electionsThe Medicare hospitalization fund could last until 2030.
July 28, 2014
Social Security Bankrupt in 2033; Medicare Outlook Brightens: Trustees’ ReportWhile the trustees' Social Security funding forecast is similar to last year's, Medicare gets four more years thanks to Obamacare.
July 25, 2014
Want to live to 100? 4 things you need to knowBMO studies the long-living population of the Greek island of Ikaria to tease out the keys to successful longevity.
July 25, 2014
Want to live to 100? 4 things you need to knowBMO studies the long-living population of the Greek island of Ikaria to tease out the keys to successful longevity.
July 24, 2014
Want to Live to 100? 4 Things You Need to KnowBMO Harris studies the long-living population of a Greek island and teases out four keys to successful longevity.
July 24, 2014
Social Security Disability Fund Teeters on Brink of BrokeSocial Security's chief actuary warned senators that the disability trust fund needs help "soon" or reserves will run out in 2016.