Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
The perils of giving investment advice without a license
By Staff WriterIf you're not licensed to sell investments, think twice about advising a client to cash out a security in order to buy an index annuity or other insurance product. That's because state securities regulators are more frequently sanctioning insurance
April 16, 2008
What do you think about the fear that the wave of baby boomers becoming seniors will overwhelm Social Security and Medicare?I don't really worry. It's my kids that should be worrying. After all, they'll be paying for my Social Security when I get to that point. But I hope the government puts a good plan in place soon, otherwise I'm afraid my kids won't benefit from any
April 12, 2008
Social Security crisis no mythI really disagree with Jack Marrion's column ("Debunking the impending Social Security ?crisis,'" Aug. 2007 SMA) and suggest the Social Security crisis is right around the corner.Imagine YOU borrow money from MY IRA and I know it will be paid
April 11, 2008
Social Security crisis no mythI really disagree with Jack Marrion's column ("Debunking the impending Social Security ?crisis,'" Aug. 2007 SMA) and suggest the Social Security crisis is right around the corner.Imagine YOU borrow money from MY IRA and I know it will be paid
April 02, 2008
CDA: Fewer Young Workers Prepare For DisabilityOnly abut 43% of workers in their 20s and 30s say they know how they would pay living expenses if they suffered an income-limiting disability.Researchers ...
April 01, 2008
NYT: Disability Insurers Clog SSDI With Needless ClaimsInsurers are pushing unqualified applicants for disability benefits into the Social Security system, according to critics quoted today in a New York Times article.A "flood ...
April 01, 2008
Transforming the Dependency RatioThe nation's elderly population will more than double in size from 2005 through 2050, as the baby boomer generation enters the traditional retirement years, according...
March 30, 2008
Trustees: Medicare Hospital Fund Could Run Dry In 2019The main Social Security trust fund, the Old-Age and Survivors Insurance fund, might not run out of cash until 2041, but the main Medicare fund, ...