Social Security

While some experts recommend annuitizing at least 25% of savings to generate guaranteed income in retirement, clients should weigh other options before making a decision.

With the full retirement age increased, the advantages of waiting until age 70 have been somewhat diminished.

This approach to planning remains a strong way advisers can add value for clients.

92% of 401(k) participants are unaware of the fees they pay in their plans, creating the potential to lose a substantial amount of retirement savings

This approach to planning remains a strong way advisers can add value for clients.

Instead of hand-wringing over its future, advisers and clients can consider this solution.

Instead of hand-wringing over its future, advisers and clients can consider this solution.

A majority of people still lack basic knowledge about Social Security. Be sure to educate your clients so they're not part of that scenario.

Your clients may lack knowledge when it comes to Social Security.

It turns out that common cognitive shortfalls apply to Social Security planning as much as investment strategies.