Before COLA | After COLA | Change | |
---|---|---|---|
All retired workers | $1,355 | $1,360 | $5 |
Aged couple, both receiving benefits | $2,254 | $2,260 | $6 |
Widowed mother and two children | $2,686 | $2,695 | $9 |
Aged widow(er), alone | $1,296 | $1,300 | $4 |
Disabled worker, spouse and one or more children | $1,990 | $1,996 | $6 |
All disabled workers | $1,167 | $1,171 | $4 |
2016 | 2017 | Change | |
---|---|---|---|
Tax rate | |||
Employee | 7.65% | 7.65% | 0.00 |
Self-Employed | 15.30% | 15.30% | 0.00 |
Maximum taxable earning | |||
Social Security (OASDI &mdash Social Security portion &mdash only) | $118,500 | $127,200 | $8,700 |
Medicare (HI &mdash Medicare portion &mdash only) | No limit | No limit | N/A |
Quarter of coverage | $1,260 | $1,300 | $40 |
Retirement earnings test exempt amounts | |||
Under full retirement age | $15,720/yr. | $16,920/yr. | $1,200/yr. |
The year an individual reaches full retirement age | $41,880/yr. | $44,880/yr. | $3,000/yr. |
Social Security disability thresholds | |||
Substantial gainful activity non-blind | $1,130/mo. | $1,170/mo. | $40/mo. |
Substantial gainful activity blind | $1,820/mo. | $1,950/mo. | $130/mo. |
Trial work period | $810/mo. | $840/mo. | $30/mo. |
Maximum Social Security benefit: Worker retiring at full retirement age | $2,639/mo. | $2,687/mo. | $48/mo. |
SSI federal payment standard | |||
Individual | $733/mo. | $735/mo. | $2/mo. |
Couple | $1,100/mo. | $1,103/mo. | $3/mo. |
SSI resources limits | |||
Individual | $2,000 | $2,000 | $0 |
Couple | $3,000 | $3,000 | $0 |
SSI student exclusion | |||
Individual | $1,780 | $1,790 | $10 |
Couple | $7,180 | $7,200 | $20 |
Rajesh Markan earlier this year pleaded guilty to one count of criminal fraud related to his sale of fake investments to 10 clients totaling $2.9 million.
From building trust to steering through emotions and responding to client challenges, new advisors need human skills to shape the future of the advice industry.
"The outcome is correct, but it's disappointing that FINRA had ample opportunity to investigate the merits of clients' allegations in these claims, including the testimony in the three investor arbitrations with hearings," Jeff Erez, a plaintiff's attorney representing a large portion of the Stifel clients, said.
Chair also praised the passage of stablecoin legislation this week.
Maridea Wealth Management's deal in Chicago, Illinois is its first after securing a strategic investment in April.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.