Social Security

Four reasons why this is critical when helping clients with retirement.

Clients who want to reduce their expenses during retirement may want to move to a state that doesn’t tax these government benefits.

Underestimating longevity is one of the blunders that clients should be careful not to make.

One client wishes he had known his options related to filing beforehand.

These programs can help advisers cut through the confusion to help clients.

Clients should consider switching to a Roth IRA or Roth 401(k) as investment growth and distributions are not subject to tax.

These programs can help advisers cut through the confusion to help clients.

Without reform, benefits may be reduced, just when they become increasingly important for younger people.

Although clients pay taxes on the contributions they make, they can still expect tax savings as their money grows tax-free and future distributions are exempt from taxes.