Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Kotlikoff Weighs In: Should Cash-Strapped Seniors Claim Social Security Early?
By Jane Wollman RusoffThe economist and Social Security expert talks to ThinkAdvisor about the best ways to get cash now and how to reopen the economy.
April 20, 2020
IRS Issues Warning to Non-Filers on Dependent Stimulus PaymentsIndividuals must act by Wednesday if they didn't file a 2018 or 2019 tax return, to get the $500 dependent stimulus payments.
April 17, 2020
Human Capital: NASAA's Gerold Outlines COVID-19 Frauds, Enforcement MeasuresIn episode No. 13 of Human Capital, we talk with Christopher Gerold, president of NASAA, about the coronavirus relief put in place by state regulators.
April 08, 2020
Most Near-Retirees Can't Answer Basic Social Security QuestionsOne-third of near retirees failed a quiz from MassMutual.
April 08, 2020
Finding Big Tax Savings in the 'Bridge Years' Between Retirement and RMDsCPA and planner Chris Wentzien tells ThinkAdvisor how he helps clients take advantage of this valuable tax-planning window.
April 08, 2020
Democrats Call for 'Interim Emergency' Coronavirus BillSchumer and Pelosi want to expand PPP loans and other aid as lawmakers discuss a broader follow-up to the CARES Act.
April 06, 2020
SEC Updates Custody FAQ to Address Coronavirus ConcernsThe FAQ addresses delays in access to firm mail and not being able to maintain physical certificates with a qualified custodian.
April 06, 2020
How to Invest for Retirement at 3 Different Life StagesA well-constructed retirement portfolio needs to consider a variety of options depending on the age of the client.