Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security benefits a last-minute thought for boomers
By Paula Aven GladychA very small percentage of baby boomers are planning for how and when they will claim their Social Security.
March 18, 2013
Dietrich Pension Risk Transfer Index remains flatA key measure of the relative attractiveness of annuitizing pension liabilities ticked slightly upward in March.
March 18, 2013
Taxes, Social Security Weigh on Boomers’ Retirement PlanningMore than half of middle-income boomers said they would save less for retirement if income taxes rose, according to the Insured Retirement Institute.
March 14, 2013
Can a non-registered agent sell an indexed annuity?There is a lack of clear rules regarding what insurance only agents can do when recommending fixed products to consumers who may fund those products with funds from securities.
March 14, 2013
Can a non-registered agent sell an indexed annuity?There is a lack of clear rules regarding what insurance only agents can do when recommending fixed products to consumers who may fund those products with funds from securities.
March 14, 2013
Kill Your 401(k), Conservative Author SaysDuncan Black, a conservative author, says government confiscation of 401(k)s may loom, while a liberal blogger says 401(k)s are "a disaster," calling for fatter Social Security checks.
March 14, 2013
Could employers help cut SSDI claims?Some tactics could increase discrimination against workers with disabilities, a witness warns.
March 14, 2013
Could employers help cut SSDI claims?Some tactics could increase discrimination against workers with disabilities, a witness warns.