Displaying 49 results
How to become a Social Security expert
Training programs available for various levels of experience and interest.
New resolution: Create and review your Social Security statement online
If your earnings information is wrong, you may not receive all the benefits to which you are entitled.
Don’t delay on file and suspend Social Security claims
As the Social Security Administration's appointment backlog builds, consider filing online.
Missed Social Security claiming opportunity costs client more than $29,000
Which is harder to swallow: realizing that your advice cost a client more than $29,000 in lost Social Security benefits or owning up to the mistake?
Social Security resumes mailing statements
Agency encourages workers to create personal online accounts.
Social Security returns to snail mail
Agency encourages Americans to create personal online accounts, but has given up counting on it
Big demand from advisers for Social Security claiming tools, training
But few are willing to pay for it.
Social Security planning comes to the workplace
Social Security planning has taken a giant step into the workplace, and retirement planning may never be the same. Mary Beth Franklin calls the addition of claiming strategies to retirement income tools a possible game changer.
Another reason to file and suspend Social Security benefits
There is flexibility in lump-sum payouts – but you must be alive to collect them
