In the News

Title

Why Social Security planning is the new requirement for retirement advisors

Document Type

Article

Publication Date

2-17-2016

Abstract

If you need a reminder of Social Security’s importance in retirement income planning, just recall the reaction when the Bipartisan Budget Act of 2015 modified several claiming strategies last fall. It was a field day for the media: Consumer finance and financial advisor publications ran multiple articles on the changes and their potential impact.