Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Beware the Social Security 'Tax Torpedo'
By Joe ElsasserThe combination of different income types in retirement can create some really ugly distortions in tax rates.
September 27, 2018
How to Protect Your Clients and Yourself From CybertheftMost people are worried about cybersecurity, and advisors can help make sure their money is safe.
September 26, 2018
Fewer Kids Could Mean Lower Benefits, Fewer Caregivers in FutureThe fertility rate in the U.S. has fallen despite the economic recovery, CRR reports.
September 26, 2018
The Math of Medicare Enrollment Delay Option for Working ClientsDeciding when to enroll in Medicare coverage is more complicated when a client continues to work, and can effect claiming Social Security.
September 25, 2018
United Income Launches Total Wealth Return SolutionThe new solution simulates 81 different Social Security claiming strategies, among other functions.
September 21, 2018
Social Security Changes Could Help Widows: CRRWidows over 65 are three times as likely to be poor as married women, the Center for Retirement Research says.
September 17, 2018
Social Security COLA Estimate Revised Below 3% for 2019A slowing trend in the monthly inflation index used to calculate the COLA is behind the lower estimate.
September 17, 2018
Trump Order on MEPs, RMDs Expands Retirement OptionsIf the changes are adopted, a potentially valuable strategy could emerge for small-business owners while RMD planning would change dramatically.