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Social Security reaches 75th anniversary of first monthly retirement check
Retirement benefits underscore the value of lifetime income, inflation protection.
What Obama's attempt to tax 529 plans says about the safety of Roth IRA assets
Changes could spark revolt, but 'when Congress needs dollars, they're going to get them,' one adviser says.
How to perfectly time your clients' Medicare enrollment
Decisions on Medicare enrollment carry a meaningful financial impact, are closely tied to Social Security choices
Retirement crisis is real and getting worse: Study
More than half of U.S. households don't have enough saved for retirement, Center for American Progress finds.
Two new Social Security books to add to your go-to list
Financial advisers often ask me for recommendations of which books to read to enhance their knowledge of Social Security rules and claiming strategies.I, of course, tell them to start with my ebook "Maximizing Your Clients' Social Security Retirement Benefits". Think of it as the CliffsNotes of
A recipe for future retirement security
When the American College of Financial Services released the results of its first-ever “Retirement Income Literacy Survey” last December, I dutifully reported the astounding results: Just 20% of retirement-age Americans can pass a basic quiz on how to make their nest eggs last throughout
Secrets for successful withdrawal strategies in retirement
Market conditions in early retirement can help predict whether your clients' assets will actually last 30 years.
Blood and money: How familial strife can unravel estate plans
Advisers can prevent undue influence by watching for radical behavior of family members and signs of dementia in clients.
Investigate Social Security claiming tools for free
When considering a Social Security software program, make sure it covers all of your potential client profiles.
Why security in retirement is often luck of the draw
Specific returns clients earn on investments right around retirement disproportionately impact their lifetime outcomes.
Quicken offers Social Security Optimizer to consumers
LifeYield tool, previously available only to advisers, targets DIY investors.
Your next client? Meet the six-figure skilled laborer
Advisers: There's a client market where your help is sorely needed — it's called skilled labor, and it could see a bump in the ranks.
House GOP targets Social Security funding
House Republicans flexed their muscles during the first week of the new session of Congress, setting up a future fight over Social Security funding that will probably take shape in the lame-duck session after the 2016 elections.
Finding solutions to the key challenges of modern retirement
The brief golden age of retirement is over, but investing legend Charles Ellis outlines solutions to a potential crisis.
Social Security's special tax rule for repaying benefits
Increasingly, some financial advisers are encouraging their retirement-age clients who have no immediate need for extra income to repay Social Security benefits they've already received and reapply for benefits later when they will be worth more.But what if those Social Security benefits have
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