Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Cyber demand increasing as senators mull legislation
By Arthur D. PostalThe highest take up rates for cyber insurance are in health care, education and financial services.
March 26, 2014
White House Budget May Curb Social Security Maximization StrategiesPresident Obamas proposed budget features a controversial measure that may curb the use of delayed collections, spousal piggybacking and other tactics to maximize benefits.
March 25, 2014
Retirement Planning, Not Social Security or LTC, Dominates Advisors’ Client DiscussionsRetirement planning is the No. 1 topic of discussion between advisors and their clients, according to an IRI study.
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.