Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Extra Medicare money helps TV stations
By Allison BellEconomists estimate that only about 20 percent of additional spending goes to consumers.
March 18, 2014
How the Social Security Tax Is Altered by Employee BenefitsThe Tax Facts Online experts discuss how the Social Security payroll tax is affected by employee benefits, like term life insurance and deferred compensation.
March 17, 2014
Unlock a Social Security windfallCreative use of Social Security timing strategies can be key to securing comfort in retirement.
March 17, 2014
Retirement Income Windfall: How to Get a Social Security Lump-Sum PaymentBy creatively timing when your client first receives Social Security payments, that client can receive a lump-sum payment that can unlock many options.
March 14, 2014
On Claiming Social Security, Most Americans Don’t Know MuchMost people nearing retirement dont realize what a critical decision they have to make when it comes to claiming their Social Security benefits.
March 13, 2014
Group pension buy-outs experience strong sales in 2013Sales of pension risk buy-out products topped $3.8 billion in 2013, according to LIMRA.
March 12, 2014
Republican wins Florida PPACA raceDavid Jolly used the law to pull in swing voters in the Tampa Bay area.
March 12, 2014
Obama budget proposes change to Social Security timingPresident Barack Obamas proposed 2015 budget could impact the way some retirees claim Social Security benefits--will immediate annuities play a role?