Did the Tax Cuts and Jobs Act Eliminate the Social Security Tax Torpedo?

The Tax Cuts and Jobs Act represents a relatively significant tax cut for most middle-income retirees, but the bill did nothing to change the interactions between different income sources in retirement, which means that retirees will need to pay close attention to which accounts they withdraw from at which points in time.

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Posted in Tax, Tax Clarity, Tax Reform, Taxes, Tax Cuts and Jobs Act

New resources added to Social Security Timing

Our team cares about your business growth goals and we've been hard at work creating content and materials to help you along the way. We wanted to let you know about some new resources we've added to Social Security Timing

Social Security Timing is the trusted resource for thousands of advisors for quick, accurate, and easy Social Security strategy identification and comparison.

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Posted in Marketing, Marketing Strategies, Social Security Timing, Clients

New features and resources added to SmartRisk

Our team cares about your business growth goals. That's one reason we created the software! And since its release, we've been hard at work adding features and resources that will help you attract and retain clients - all while providing the industry's best analytics at a smart price.

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Posted in Marketing, SmartRisk, Features, New

Don't take our word for it... tools that will help you help your clients

By David Cechanowicz, JD, MSFS, AIF, AEP, Senior Financial Planner, REDW Stanley

One of the most significant financial decisions that an individual or couple makes in their financial lives relates to retirement income planning. It is always shocking to hear the number of people and families that put their retirement income at risk by claiming Social Security benefits without proper analysis and advice. As an advisor, it’s a tale we hear too often from clients – and frequently the

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Posted in SmartRisk, Social Security Timing, Tax Clarity, Testimonial

New resources added to Tax Clarity

Our team cares about your business growth goals and we've been hard at work creating content and materials to help you along the way. With all the discussions about tax law in the news, we wanted to let you know about some new resources we've added to Tax Clarity

Top advisors use Tax Clarity to create a landscape view of tax for their clients. Tax Clarity instantly calculates your client’s effective marginal tax rate and lets you view alternates so that you can guide your clients to make

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Posted in Marketing, Tax Clarity, New Resources, Grow your business

Is my pension covered or not covered?

By Keith McCullough, Director of Support Services

It’s not uncommon for a client come into your office and tell you that they have a pension from the military, or a government or teaching job. If you ask them if the pension is covered under Social Security or not you’ll likely get a blank stare. 

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Posted in Social Security, Social Security Timing, Social Security Administration, Social Security Benefits, Pension