Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Protect Affluent Clients’ Data—and Privacy
By Lewis SchiffWe read about all the large data lapses in the news—credit card info for thousands of TJ Maxx customers stolen, Countrywide losing mortgage application data for thousands of people, etc.
February 22, 2011
Moody's Analyst: Fix the EntitlementsThe U.S. government has to do something about entitlement programs to get its financial affairs in order, rating analysts say.
February 14, 2011
Obama Budget: COLI Tax, Dividend Deduction Cut, Life Settlement Reporting, PBGC Reform, PPACA Funding, Dodd-Frank Funding . . . .The Obama administration is calling in its 2012 budget for a new tax on corporate-owned-life insurance, a cut in the dividends-received deduction for variable life and variable annuity products, and many other provisions.
February 13, 2011
Obama Budget: COLI Tax, Dividend Deduction Cut, Life Settlement Reporting, PBGC Reform, PPACA Funding, Dodd-Frank Funding . . . .The Obama administration is calling in its 2012 budget for a new tax on corporate-owned-life insurance, a cut in the dividends-received deduction for variable life and variable annuity products, and many other provisions.
February 10, 2011
January Deficit Grows by $50 Billion; On Pace for Yearly Recordhe federal government's budget deficit grew by $50 billion in January and is expected to finish the year as the highest in history.
February 09, 2011
Lawmakers Propose Municipal Pension Disclosure StandardsNew public employee pension bills could require state and local government pension plans to publish plan funded status information.
February 08, 2011
Lawmakers Propose Municipal Pension Disclosure StandardsNew public employee pension bills could require state and local government pension plans to publish plan funded status information.
February 07, 2011
After Reported Hacking, Nasdaq Found ‘Suspicious’ Files on ServersAfter The Wall Street Journal reported late Friday that Nasdaq had been hacked, the exchange disclosed Saturday that it had found “suspicious files” on its servers, and that hackers could have affected its applications.