Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
When to begin Social Security? Even advisors aren’t sure.
By John SullivanAn optimal Social Security claiming decision can generate 9.15 percent more income for a hypothetical retired married couple.
March 28, 2013
When to Begin Social Security? Even Advisors Aren’t SureHere's a scary thought: Social Security is the largest source of retirement income for most Americans. Just as troubling is the confusion over when to start taking it.
March 26, 2013
Navigating the Social Security Maze: Spouses and SurvivorsWhen spousal benefits and survivors benefits are added to the retirement income equation, the complexities of determining an anticipated Social Security income stream become even more acute.
March 26, 2013
Navigating the maze: Social Security, spouses and survivorsDetermining your client's Social Security entitlement is often a more difficult piece of the puzzle than anticipated.
March 26, 2013
Navigating the maze: Social Security, spouses and survivorsDetermining your client's Social Security entitlement is often a more difficult piece of the puzzle than anticipated.
March 25, 2013
Disability insurance: America’s secret $124 billion welfare programTheres not necessarily more disabled people, it just got easier to qualify for it.
March 25, 2013
Disability insurance: America’s secret $124 billion welfare programTheres not necessarily more disabled people, it just got easier to qualify for it.
March 20, 2013
Witness: Set tougher SSDI procedural rulesA former disability judge says claimants with professional representatives should be better prepared.