Results for "social security"

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Clients still need Social Security advice

April 24, 2016

The Bipartisan Budget Act of 2015 took the wind out of the sails of many advisers who had been looking forward to using a Social Security claiming strategy known as file and suspend on behalf of their baby boomer clients. The option, which was...

Analyst sees gold hitting $3,000 an ounce over next three years

April 19, 2016

Gold just finished its best quarter in 30 years to become the best-performing asset class among commodities. Is the yellow metal entering a new bull market? A precious metals analyst predicts gold could reach $3,000 an ounce over the next three...

Social Security planning still critical after demise of file and suspend

April 18, 2016

Even after the “file-and-suspend” Social Security claiming option sunsets on April 29, many Americans age 62 or older still will have a lot to cheer about. The Bipartisan Budget Act of 2015 eliminated two key Social Security claiming strategies....

The file and suspend countdown

April 12, 2016

What a difference a day makes — particularly when that day is April 30, 2016. Anyone who is 66 or older by the end of April can still file and suspend their Social Security benefits by April 29 under existing rules that allow them to trigger...

Going under the hood of the new DOL fiduciary rule

April 6, 2016

The Labor Department has just revealed the final scope of a controversial new rule intended to raise investment advice standards on retirement accounts. It's the most significant change in the retirement and IRA marketplace since the ERISA law...

When Social Security is a family affair

April 5, 2016

Normally, delaying Social Security benefits until they are worth more when claimed at an older age makes sense for clients who want to maximize their lifetime benefits. But when minor children are eligible for dependent benefits, sometimes claiming...

Avoid local Social Security offices and file for benefits online

March 30, 2016

My email inbox continues to fill up with complaints from financial advisers and individuals about false information they have received at their local Social Security offices when they attempted to file and suspend their benefits before the April...

As retirement-savings plans go, planning to work longer is a mistake

March 28, 2016

One of the biggest retirement-planning mistakes a lot of investors are making is assuming they will be able to continue working well beyond normal retirement age. It might provide some peace of mind now, but the reality is 50% of retirees have...

When delayed retirement credits are delayed

March 21, 2016

I can tell that Social Security planning has reached maturity when questions involve not just tactics of how to boost future benefits but queries about when higher benefits are actually paid. Several InvestmentNews readers have written to me...

Advisers who ignore ETFs are missing out on the product evolution, and so are their clients

March 16, 2016

There are three types of financial advisers who still will not invest in ETFs. They are missing out on much of the evolution, and so are their clients. Plumbers, purists and constrictors. Mohamed El-Erian lays out a gloomy forecast of persistent...

Why the Social Security file-and-suspend strategy isn't for everyone

March 14, 2016

A financial adviser called me last week with what seemed to be a simple question: If file and suspend is such a valuable claiming strategy to maximize Social Security benefits, why doesn't everyone who is at least 66 years old request to file...

Mass confusion over new Social Security rules

March 4, 2016

My email inbox is jammed with panicky inquiries from consumers and their financial advisers worried about beating the April 29, 2016 deadline to claim Social Security benefits under existing rules. About half of them don't need to worry because...

Where Hillary Clinton, Donald Trump and the candidates stand on Social Security

March 2, 2016

With Super Tuesday behind us and the field of presidential candidates narrowing, it's a good time to take a look at where each of them stand on one of the crucial issues facing the nation: the future of Social Security. Social Security is expected...

How employment affects Social Security

March 1, 2016

With more and more Americans working past the traditional retirement age of 65, it's important for financial advisers to be aware of how Social Security benefits may be affected by continued employment. Jeffrey Davies, an adviser with Moors...

For survivor benefits, timing is everything under new Social Security rules

February 23, 2016

Ever since President Barack Obama signed the Bipartisan Budget Act of 2015 which eliminates two key Social Security claiming strategies for future retirees, I have received numerous questions from readers worried that the current choice of collecting...

Social Security issues new file-and-suspend guidelines

February 19, 2016

The Social Security Administration finally issued an emergency message late Thursday night detailing new rules that wipe out the file-and-suspend claiming strategy for future retirees. Anyone who is 66 or older and submits a request to file...

Some local Social Security Administration offices refuse to process benefit applications

February 17, 2016

Consumers and their financial advisers are frustrated. Many people who are eligible to file and suspend their Social Security benefits under current rules are flocking to their local Social Security offices to apply for benefits before the April...

Mary Beth Franklin: Are there strategies to maximize Social Security disability benefits?

February 16, 2016

If someone is deemed medically entitled to Social Security benefits because they can no longer work, there is a way that they can still earn delayed retirement credits. InvestmentNews contributing editor Mary Beth Franklin explains how.

Merrill Lynch launches Social Security claiming tool

February 16, 2016

Years after several independent software companies and numerous financial services firms first began offering Social Security claiming tools to financial advisers, Bank of America Merrill Lynch has unveiled its own proprietary tool. Ben Storey,...

Social Security Administration releases details of rule on new spousal benefits claiming strategy

February 8, 2016

The Social Security Administration issued an emergency message late Friday to its field offices explaining how to implement changes that will ban future retirees from claiming only spousal benefits at full retirement age. The changes are the...

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