WealthManagement.com Social Security Update
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Social Security E-letter
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July 27, 2016

Waiting to Take Social Security

Advisors can help clients strategize about the best way to incorporate their benefits into their retirement income plan.

FULL ARTICLE


The 10 Best and Worst Cities to Retire in 2016

Are your clients considering a move in retirement? Let this be a guide to the best places to go.

FULL ARTICLE


More Americans Plan to Retire After 70

U.S. workers are more confident that they'll be able to retire someday. Just not until they're 70.

FULL ARTICLE


New Rules for Spousal Social Security Benefits

How changes to Social Security claiming rules affect advisors and clients.

FULL ARTICLE


Obama Urges Social Security Increase in Preview of Campaign Role

President Barack Obama on Wednesday called for an increase in Social Security benefits for the elderly as he hit the road with a speech that previewed his role as campaigner-in-chief for Democrats ahead of the November election.

FULL ARTICLE


Social Security for Women

Social Security benefits are an important part of retirement income. This is especially true for women, who tend to rely on these benefits more than men do.

FULL ARTICLE


Are Your Clients Too Affluent for Social Security?

Means testing to attain Social Security benefits may be on the docket for the future.

FULL ARTICLE


How Working Affects Your Benefits

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If you are under full retirement age (FRA), there is a limit to what you can earn before some or all of your benefits are withheld.

FULL ARTICLE


Understanding the Widow Benefit

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A simplified version of the widow calculation says that the surviving spouse receives the higher of his or her own benefit or the benefit of the deceased,

FULL ARTICLE


Nonprofit and Government Employees

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Pensions are a traditional source of retirement income for many Americans, but some pensions can affect Social Security benefits.

FULL ARTICLE


How to Fix a Mistake

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You have an appointment with a client who has already elected Social Security and now realizes he made a mistake. Beneficiaries have four options for changing or altering their benefits.

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Social Security Planning After the Bipartisan Budget Act Download

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Register below to download a full PDF version of Social Security planning after the Bipartisan Budget Act.

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The Case for Hybrid Corporate Pensions

We urgently need a better retirement system, and luckily it's still possible to develop one.

FULL ARTICLE


Avoid the Dreaded Double Tax on Retirement Benefits

The incentive to keep assets compounding in a retirement plan can have significant tax implications if the retiree were to die.

FULL ARTICLE


What are the Key Social Security Changes for 2016?

What's new in 2016.

FULL ARTICLE


 

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Social Security Planning After the Bipartisan Budget Act