Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
3 Reasons Clients Should Take Social Security Early
By Tony ZabiegalaWhile turning on the spigot isn't right for everyone, it could make sense if your clients are retired or are planning to retire soon.
August 19, 2020
State Regulators Say They Disrupted 220 COVID ScamsThe schemes "often exploit trendy assets" such as cryptocurrencies or AI-related investments, a NASAA official said.
August 17, 2020
Postal Service Crisis Could Lead to Next Stimulus Bill: Valliere"Several Democrats said this weekend that postal funding could be wrapped into a bigger package," Valliere said.
August 14, 2020
Sens. Warren, Murray Probe DOL on Fake Fiduciary Rule CommentsAfter the 2016 fiduciary rule drew a flood of fake comments, the senators want to know what preventive measures Labor has taken this time.
August 14, 2020
IRS Gives Families More Time to Get Their $500-Per-Child Stimulus PaymentsThe agency is trying to correct for glitches that prevented some families from collecting the payment.
August 10, 2020
Do Investors Really Understand the 5 Risks of Retirement?A researcher examines if adults over 50 rank the five types of financial risks the same way the empirical evidence says they should.
August 10, 2020
Trump's Payroll Tax Cut Could 'Drain Social Security Trust Fund'Sen. Wyden also says he's heard that states are going to "opt out" of Trump's unemployment plan.
August 07, 2020
Human Capital: Brad Campbell Details Oddities of DOL Fiduciary RuleIn this episode of Human Capital, we talk with Brad Campbell, former assistant secretary of the Labor Department's Employee Benefits Security Administration, who's now a partner at FaegreDrinker in Washington.