Results for "social security"

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Putting ETF liquidity concerns in perspective

February 3, 2016

Debunking the ETF illliquidity concerns positions ETFs as victims, not the cause of the problem. The lessons that were learned from the Aug. 24 flash crash. The pivotal age for retirement is 70, because everything changes when you start tapping...

Adjusting Social Security claiming strategies for new rules

February 3, 2016

Ever since Congress voted to eliminate some key Social Security claiming strategies last fall, financial advisers have been writing to me with questions about how to adapt their clients' retirement plans. Here are a few scenarios that should...

Retirement income hit with highest effective tax rates

February 1, 2016

Here's a shocking statement: Some Social Security recipients are subject to the highest marginal income tax rates in the country — topping 55% in some cases — depending on their other sources of retirement income in a given year. What's...

The next big thing in retirement advice

January 31, 2016

As implementation of features like auto-enrollment and auto-escalation become common, advisers that have dedicated their practice to serving retirement plans are redefining their role. Experts I talked to are leading a movement that is gaining...

Gov. Christie signs bill to create retirement plan marketplace for small businesses

January 21, 2016

New Jersey Gov. Chris Christie signed a bill on Tuesday to create a retirement plan marketplace for New Jersey businesses with fewer than 100 employees. The voluntary program will match small businesses to various existing private-sector retirement...

Test your knowledge about upcoming Social Security changes

January 20, 2016

There's about 1.5 million baby boomers who need to decide, before April 30, 2016, whether to file and suspend their Social Security benefits. Your clients may be among them. Due to the recent passage of the Bipartisan Budget Bill of 2015, there...

Couples may need a Plan B for claiming Social Security

January 19, 2016

The ability for married couples and certain divorced spouses to claim just spousal benefits at age 66 and let their own benefits grow is going away. InvestmentNews contributing editor Mary Beth Franklin discusses what retirees need to know.

Social Security claiming questions persist

January 19, 2016

Questions keep pouring in from InvestmentNews readers regarding how individual clients will be affected by the new Social Security rules that eliminate creative claiming strategies for future retirees. I'm doing my best to answer their questions...

Time is running out for legacy Social Security strategy

January 19, 2016

With new rules coming into effect this year, it will no longer be possible to trigger benefits for dependents and spouses when you're not receiving benefits. InvestmentNews' Mary Beth Franklin discusses key deadlines you don't want to miss.

Social Security changes reveal a knowledge gap advisers can fill

January 17, 2016

Ask just about anyone what Social Security is, and they will confidently tell you that it is a government program designed to help provide financial protection against certain hardships, like disability, death and retirement, by way of monthly...

New resolution: Create and review your Social Security statement online

January 5, 2016

Whether you love — or loathe — making New Year's resolutions, here's one you can check off your to-do list in a matter of minutes: Create an online Social Security account. It's a perfect start for a financial review for yourself and your...

Loss of file-and-suspend strategy may be overblown

December 22, 2015

The financial impact of eliminating the file and suspend Social Security claiming strategy slated to take effect this spring may might not be as severe as originally feared, according to one software company executive. For married couples, the...

The new rules for Social Security claiming strategies

December 21, 2015

The rules for claiming strategies, including file and suspend or spousal benefits, have changed. InvestmentNews contributing editor Mary Beth Franklin discusses what claimants need to know now and the deadlines they need to watch out for.

New Social Security service connects advisers, clients with filing experts

December 15, 2015

Some financial advisers enjoy the challenge of delving into the weeds of Social Security rules and claiming strategies by incorporating sophisticated software programs into their retirement income practice. Others do not. Now that Congress has...

Medicare surcharge letters dampen holiday spirits

December 8, 2015

There's a new Grinch stealing holiday cheer, and her name is IRMAA. That's short for Income Related Monthly Adjustment Amounts, which is government lingo for the higher Medicare premiums that some people must pay next year if their retirement...

Don't delay on file and suspend Social Security claims

December 2, 2015

The countdown clock is ticking on the valuable Social Security claiming strategy known as file and suspend. Not only do your clients have to be at full retirement age or older to take advantage of it, but they must submit their request to file...

Social Security changes present opportunities

November 27, 2015

Once you recover from the initial shock of learning that the most valuable Social Security claiming strategies are being phased out, take steps to turn this game-changing event into an opportunity. Or as Frank Horath, principal of Client First...

Top questions about new Social Security claiming rules

November 18, 2015

My virtual mailbag is bursting at the seams with questions from InvestmentNews readers about how new regulation will affect Social Security claiming strategies for current and future retirees. First, let me stress that no one who is currently...

Software companies race to update Social Security advice

November 10, 2015

There's nothing like a bit of stealth legislation that upends the Social Security advice industry to figure out who is on top of their game — and who is not. Buried in the budget legislation designed to avoid a government shutdown was the...

How to help as 2 Social Security claiming strategies exit

November 8, 2015

No doubt many advisers were shocked to learn that the recent budget deal struck in Congress included the elimination of two Social Security claiming strategies that could help some of their clients in retirement. The Center on Budget and Policy...

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