Why Social Security statements are a crucial financial planning tool

April 23, 2014 @ 6:32 pm

Runtime: 2:34

Now that the Social Security Administration plans to mail out benefit statements to a targeted group, advisers have a new advantage when meeting with clients. InvestmentNews contributing editor Mary Beth Franklin discusses why.


What do you think?

Video Channels

Must Watch

Featured Video

The Search for Income

Sponsored by PGIM Investments