Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Witness: Set tougher SSDI procedural rules
By Allison BellA former disability judge says claimants with professional representatives should be better prepared.
March 19, 2013
Kill your 401(k), conservative author saysThe beleaguered 401(k) continues to fall under unrelenting pressure from every direction.
March 19, 2013
Retiree Entitlements ‘Undermine’ Everything Else: Robert SamuelsonWashington Post columnist Robert Samuelson took a scorched-earth approach on Monday to what he sees as out-of-control entitlement spending.
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.