Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Actuaries urge Obama to take action on Social Security
By Dan BermanThe American Academy of Actuaries group wants the president and Congress to vow to ensure the long-term viability of Social Security and Medicare.
January 23, 2014
Social Security Plus 401(k): A Comfortable Retirement?EBRI crunched the numbers on how many Americans could replace at least 60% of their pre-retirement income with these two funding sources.
January 17, 2014
Galvin Busts Broker Formerly at ‘Wolf of Wall Street’ FirmThe broker and another agent are charged with churning the account of an 81-year-old business owner.
January 17, 2014
Social Security asks for more enforcement fundingCongress has authorized $1.2 billion in program integrity money and provided $1 billion.
January 17, 2014
House runs three rooms of PPACA hearingsOversight looks at data security, Science at identity theft, and Energy at Gary Cohen.
January 15, 2014
House Passes $1.1 Trillion Government BudgetLawmakers voted 359-67 to send the measure to the Senate, which is set to pass it later this week.
January 14, 2014
Congress unveils $1.1 trillion government funding billThe plan includes a Dodd-Frank study requirement but no efforts to block PPACA.
January 13, 2014
A counterintuitive Social Security strategy can fund an early retirementCounseling clients to delay collecting Social Security in order to maximize benefit levels may not be the most effective strategy.