Updated Saturday, May 18, 2013 as of 9:11 AM ET
Simplifying Social Security
Social Security Strategies
The Social Security System will be a significant source of retirement income for anyone over the age of 40. And it most likely will continue for decades, provided it gets tweaked and changed along the way. But that’s an important caveat. It needs to be changed.
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Experts say that clients should wait to collect benefits from Social Security. But there is actually an exception. And it has to do with the relationship between Social Security and Medicare.
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Are you steadfastly relying on the estimates provided by Social Security? Are you 59 years old and about to get married for the second time? There is a lot of misunderstanding about Social Security, but today's tips could help clients down the road.
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Are your clients planning to use Social Security? If they’re not, it’s probably because they do not know enough about it. You should be the one to start this conversation.
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Question marks remain when it comes to Social Security, but client over the age of 40 will see Social Security as an important source of retirement income. So advisors must take steps now to help their clients.
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Even while the big picture has some question marks, suffice it to say that any client over the age of 40 will see Social Security as an important source of retirement income. So advisors can take steps now to help their current clients.
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Many people are not gaining the full benefit they could from Social Security. And in many cases, financial advisors don't know enough about how the program works to help their clients. Yet it will continue to be a key part of many clients' retirement income.
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After 28 years in the Social Security Administration, Jack Butler, an advisor with HTLF Investment Services, takes his knowledge to the bank channel to educate clients on what they can expect from the program.
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We all know the stats — 10,000 people a day will retire for the next 20 years. And guess what? Most of them aren't rich. Many fall into the "mass-affluent" category, which means they have some money, but they can't afford to make any mistakes. And many of them have very little time left. What can you do?
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While more than a third of Baby Boomers said they expect Social Security to be a major source of income in retirement, nearly 40% were not confident that the system will have money to pay benefits throughout their retirement, according to a recent survey by MFS Investment Management.
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This month's story on retirement is applicable to all our readers. We focused on mass-affluent investors, which, for this story, we viewed as those with decent jobs, and some money, but not enough to be truly confident of a comfortable retirement.
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The Social Security Administration announced a 1.7% cost-of-living adjustment for 2013. That adjustment will also cause an increase in the maximum amount of earnings subject to Social Security tax.
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