Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Fiduciary Rule Proposal Prompts Senator to Call Meeting With DOL
By Melanie WaddellA day after lawmakers told the EBSA to repropose its controversial rule amending the definition of fiduciary under the Employee Retirement Income Security Act (ERISA), Sen. Kay Hagan, D-N.C., said Wednesday that her office plans to meet with both Borzi and Secretary of Labor Hilda Solis to discuss the fiduciary...
July 19, 2011
Gang of Six: Kill CLASS; Cut Social Security, Health SpendingThe Senate "Gang of Six" negotiators have proposed reducing federal spending by eliminating a long term care program created by the Patient Protection and Affordable Care Act and by slashing Medicare and Social Security spending.
July 15, 2011
Annuity infusion: 4 more tips for your practiceA robust annuity book of business isn't handed to you; It's built through preparation, dedication and resourcefulness. Continuing from last week's five, here are three more strategic suggestions to help get you where you want to go.
July 08, 2011
Reducing Medicare Costs through Tax DeferralHealthcare costs are perpetually among the biggest challenges that retirees face. In a recent survey, three out of 10 retirees said that paying for healthcare costs was their single biggest financial concern.
July 08, 2011
Reducing Medicare Costs through Tax DeferralHealthcare costs are perpetually among the biggest challenges that retirees face. In a recent survey, three out of 10 retirees said that paying for healthcare costs was their single biggest financial concern.
July 07, 2011
Top 5 Reasons for Angst Among the WealthyWealthy Americans today are worried about the global political and economic climate and the long-term health of the U.S. economy, according to a survey by Insite Security and IBOPE Zogby International.
July 07, 2011
New Debt Talks for Obama, Congress as AARP Warns of Social Security CutsNew talks planned for Sunday following White House meeting, while AARP urges parties to keep Social Security and Medicare off the table.
July 07, 2011
As Talks Begin, Obama Said to Offer Medicare, Social Security CutsMeanwhile, Senate Democrats propose bill to tax "millionaires and billionaires."