Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
How a Counterintuitive Social Security Strategy Can Fund an Early Retirement
By William H. Byrnes, Robert BloinkGoing against the grain and claiming benefits early can actually help clients make the most of their traditional retirement savings accounts.
January 07, 2014
JPMorgan to Pay More Than $2 Billion for Madoff Oversight FailureWe recognize we could have done a better job pulling together various pieces of information and concerns about Madoff, said JPMorgan Chase.
January 06, 2014
Why Social Security planning expertise pays huge dividendsAdvising on Social Security benefits allows advisors to differentiate themselves from the competition while bringing in a steady stream of highly qualified prospects.
January 06, 2014
Why Social Security planning expertise pays huge dividendsAdvising on Social Security benefits allows advisors to differentiate themselves from the competition while bringing in a steady stream of highly qualified prospects.
January 06, 2014
2013 saw pension funding reboundAggregate pension funded status is pegged at 93 percent at year-end 2013, a big jump from 77 percent at the end of 2012.
January 06, 2014
2013 saw pension funding reboundAggregate pension funded status is pegged at 93 percent at year-end 2013, a big jump from 77 percent at the end of 2012.
January 03, 2014
Senators agree Social Security is sacrosanctSocial Security, in some form, needs to remain in place to protect the elderly, disabled, extended families and children, say both Democrats and Republicans.
January 03, 2014
Senators agree Social Security is sacrosanctSocial Security, in some form, needs to remain in place to protect the elderly, disabled, extended families and children, say both Democrats and Republicans.