Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
No 60-Day Waiver For NUA Mistake
By April K. CaudillThe special treatment for net unrealized appreciation (NUA) is a great tool for clients who have appreciated employer stock in their 401(k), ESOP or other ...
June 01, 2006
Looking Good!Congratulations on the new look for Investment Advisor magazine. The added pictures, the larger type, and the layout are a real attention getter. With your...
June 01, 2006
GROUP THINKThe SEC said it will reduce fees on securities transactions and registrations by $1 billion in the fiscal year starting October 1, 2006. In fiscal...
May 21, 2006
The Impact For Agents Of SSA's New Disability RegsOn March 31, 2006, the commissioner of Social Security issued regulations revamping the Social Security disability benefit program.The new rules will change the four-step administrative ...
May 21, 2006
The Impact For Agents Of SSA's New Disability RegsOn March 31, 2006, the commissioner of Social Security issued regulations revamping the Social Security disability benefit program.The new rules will change the four-step administrative ...
May 15, 2006
Social Security Reminds Workers About IncomeAlthough 69% of older U.S. financial decision-makers worry about the future of Social Security benefits, Social Security may be succeeding at warning those decision-makers about ...
May 15, 2006
Social Security Reminds Workers About IncomeAlthough 69% of older U.S. financial decision-makers worry about the future of Social Security benefits, Social Security may be succeeding at warning those decision-makers about ...
May 10, 2006
Pru Helps Retirees Stay Off Social SecurityPrudential Financial Inc. is expanding the target market for its IncomeBridge annuity.Prudential, Newark, N.J., now will sell the annuity to any individual retiring with assets ...