Social Security

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Many People Underutilize Social Security Benefits

by Karen DeMasters

A typical American couple may be leaving up to $250,000 on the table in Social Security earnings due to a lack of knowledge about when to take benefits.

Maximizing Social Security Benefits Using Advanced Distribution Strategies

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More financial advisors should become familiar with these strategies to get clients the most in benefits, says this advisor.

Forced To Quit Work Early, Clients Turn To Advisors For Help

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Financial advisors are solving portfolio withdrawal worries for more people who find themselves unemployed in their early 60s, before Medicare and full Social Security kick in.

Couples May Be Losing $250,000 In Social Security Benefits

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A lack of knowledge about Social Security benefits may be costing Americans big money, a Financial Engines executive says.

The Truth About Social Security And Medicare, Straight From The Trustees

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Two new government reports say Social Security and Medicare are not in imminent financial danger.

Delaying Social Security Is ‘Best Decision’ – Morningstar Conference

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Circumstances have changed so that it makes sense to put off taking Social Security, said Morningstar Conference speaker Michael Kitces, director of research for Pinnacle Advisory Group.

William Sharpe's RIA Rolls Out Social Security Help For 401(k) Participants

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The RIA founded by the Nobel prize winner is rolling out a service today that walks 401(k) plan participants through their Social Security claiming options.

FPA Knowledge Circles Will Address Financial Issues

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The FPA is creating groups to enable advisors to explore financial topics and help shape FPA programming.

Heritage Foundation: End Spousal Benefit In Social Security

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The foundation's entitlements policy analyst said the spousal benefit for Social Security has become outdated because many women have worked long enough to get their own payments.

Advisors Say Social Security Means-Testing For Wealthy A Possibility

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The bleak retirement picture for many Americans may result in Social Security benefits being eliminated or reduced for the wealthy, say many advisors in a recent survey by Financial Advisor magazine.

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