Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
10 Reasons Boomers Need to Be in Your 2012 Plans
By Lloyd LoftonGrow your practice by targeting baby boomers for annuities and other products.
May 11, 2012
Robert Pozen: The 2012 IA 25 Extended ProfileAs chairman emeritus of MFS Investment Management, Robert Pozen used his bully pulpit to argue for Social Security reform and the protection of Americans retirement assets.
May 11, 2012
Key Money Pointers for Moms on Their Day (Chicago Tribune)Mothers sacrifice not just time and energy, but lifelong earnings, pension benefits and Social Security.
May 11, 2012
Key Money Pointers for Moms on Their Day (Chicago Tribune)Mothers sacrifice not just time and energy, but lifelong earnings, pension benefits and Social Security.
May 10, 2012
Richard Lampen: The 2012 IA 25 Extended ProfileA person could be forgiven for not immediately connecting Ladenburg Thalmann to the independent space; the firms sea change in strategy occurred only a few years ago, after all.
May 10, 2012
How to Get the Most Out of Social Security Planning for Couples: Michael KitcesCouples can get more out of their Social Security benefits by timing which spouse files first and ensuring that the higher earner delays benefits until age 70, says CFP Michael Kitces.
May 10, 2012
How Much Does Social Security Pay?Your clients need more than just their monthly Social Security check. A life annuity can help.
May 10, 2012
How Much Does Social Security Pay?Your clients need more than just their monthly Social Security check. A life annuity can help.