IRI Insight – Spring 2016

IRI Insight: Social Security Claiming Strategies to End

“File and suspend” and “file and restrict,” two popular strategies used by married couples to maximize their Social Security benefits, will soon come to an end. In the spring edition of the IRI Insight, retirement planning experts discuss changes to these Social Security filing strategies, what advisors and their clients should know, and how clients can develop new streams of retirement income to make up for any unexpected drop in benefits.

Also in the Spring issue of the IRI Insight:

  • Executives discuss how to leverage social media to better engage with clients and grow their businesses. Included are perspectives on how to navigate compliance considerations.
  • Key findings from AXA’s “Enhancing Outcomes” Advisor Value Study, which quantifies the value of financial advice in reaching retirement goals.
  • Prudential Financial’s Robert Fishbein details changes for this year’s tax filing season, such as new steps for fighting fraud and ID theft, health care reporting changes, Roth IRA recharacterizations, and more.
  • With a volatile start to 2016, Lincoln Financial Distributors' John Kennedy provides tips to financial professionals to help guide their clients through uncertain times.

Click here to via the Spring issue in PDF format or read below.