Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
New IRS Tool Helps Retirees Figure Taxes on Social Security Benefits
By Michael S. FischerThe tool also allows wage-earners and self-employed taxpayers to check their withholding.
September 03, 2019
A Plan to Save Social Security Without a Tax Hike on the WealthySocial Security expert William Reichenstein tells ThinkAdvisor about his two-tier plan to restore health to the system.
September 03, 2019
CFP Board Announces Enforcement Task Force MembersThe task force, which will review and update the organization's enforcement practices, includes shareholder advocate Mercer Bullard.
August 27, 2019
10 'Must Know' FAQs on Social SecurityFrom basic claiming strategies to taxation and spousal benefits, your clients have questions — and we have answers.
August 14, 2019
What to Know About 'Gray Divorce'Your clients may be going through divorce later in life. Here are some things to know.
August 14, 2019
Advisors Less Worried About Social Security Cuts Than Their Clients: SurveyThe American College survey focused on advisors certified as retirement income specialists.
August 13, 2019
New Funding to Help Snappy Kraken Expand Its Offerings, CEO SaysThe advisor-focused marketing technology company gets $3.5 million in a seed round investment.
August 07, 2019
State Securities Regulators Launch 130 New Crypto InvestigationsNASAA's Operation Cryptosweep remains in full swing, with Texas issuing a cease and desist order on Tuesday.