Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Obama Budget: COLI Tax, Dividend Deduction Cut, Life Settlement Reporting, PBGC Reform, PPACA Funding, Dodd-Frank Funding . . . .
By Arthur D. PostalThe Obama administration is calling in its 2012 budget for a new tax on corporate-owned-life insurance, a cut in the dividends-received deduction for variable life and variable annuity products, and many other provisions.
February 08, 2011
Lawmakers Propose Municipal Pension Disclosure StandardsNew public employee pension bills could require state and local government pension plans to publish plan funded status information.
February 07, 2011
After Reported Hacking, Nasdaq Found ‘Suspicious’ Files on ServersAfter The Wall Street Journal reported late Friday that Nasdaq had been hacked, the exchange disclosed Saturday that it had found “suspicious files” on its servers, and that hackers could have affected its applications.
February 01, 2011
Ryan Reveals GOP Budget Agenda to Investment AdvisorThe 112th Congress, along with incoming Speaker of the House John Boehner, was officially sworn in last month.
January 31, 2011
BHC Brokerage Income FallsLarge U.S. bank holding companies reported $8.25 billion in securities brokerage commission and fee income for the third quarter of 2010, down 6.5% from the total for the third quarter of 2009.
January 31, 2011
BHC Brokerage Income FallsLarge U.S. bank holding companies reported $8.25 billion in securities brokerage commission and fee income for the third quarter of 2010, down 6.5% from the total for the third quarter of 2009.
January 31, 2011
Think Tank: Weak Income Growth Hurts Social SecuritySocial Security program finances may be suffering much more from the effects of sluggish U.S. income growth than from the aging of the population.
January 31, 2011
Social Security Tax Break Should Go to 401(k)s: The HartfordThe Hartford Financial Services Group is encouraging Americans to redirect the recently implemented two-percentage point reduction in Social Security payroll taxes to their employer’s 401(k) or other defined contribution retirement plan.