Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Reducing Medicare Costs through Tax Deferral
By Liz WilburHealthcare costs are perpetually among the biggest challenges that retirees face. In a recent survey, three out of 10 retirees said that paying for healthcare costs was their single biggest financial concern.
July 07, 2011
New Debt Talks for Obama, Congress as AARP Warns of Social Security CutsNew talks planned for Sunday following White House meeting, while AARP urges parties to keep Social Security and Medicare off the table.
July 07, 2011
As Talks Begin, Obama Said to Offer Medicare, Social Security CutsMeanwhile, Senate Democrats propose bill to tax "millionaires and billionaires."
July 05, 2011
GAO Retirement Advice: Delay Social Security, Buy AnnuitiesIn what could be a boon to the annuity industry, a report released Friday by the Government Accountability Office said that delaying Social Security and purchasing an annuity may the only way to ensure solvency in retirement.
July 01, 2011
Senior Survey 2011So what do seniors really think about their retirement, their nest egg, even their advisors? Read our latest survey and find out.
June 30, 2011
Senior Survey 2011So what do seniors really think about their retirement, their nest egg, even their advisors? Read our latest survey and find out.
June 30, 2011
The Silent Generation SpeaksSeniors are talking and you should be listening. Senior Market Advisors 2011 Senior Survey gives an uncensored snapshot of the hot topics pushing seniors buttons. Find out how seniors build their nest egg, make an estate plan, finance their health care and where they live.
June 29, 2011
Raymond James to Buy Back $280M of ARS, Pay $1.75M FineThe settlement with state regulators and the SEC affects auction rate securities bought before mid-February 2008 for $2.1 billion.