Latest News
Some 2017 Changes that Affect Retirement Finance Planning
Several rule changes taking effect in 2017 have a tendency to complicate the planning process for those finalizing their retirement plans, as pointed out in an article by U.S. News & World Report’s Emily Brandon. The discontinuance of paper Social Security statements, delays in fiduciary rules, and modifications to rules associated with state-run individual retirement accounts have a tendency to make the planning effort more intensive. Read Ms. Brandon’s article here…
This posting is presented for informational purposes only and does not represent legal or financial guidance. Any opinions or interpretations presented are either those of the original author or, in the case of articles authored by the AMAC Foundation, are the opinions of AMAC Foundation staff, originally trained and accredited by the National Social Security Association (NSSA) and certified via the AMAC Foundation. Any links included in the article are valid on the posted date; socialsecurityreport.org cannot guarantee the duration of the links’ validity. NSSA and the AMAC Foundation and its staff are not affiliated with or endorsed by the Social Security Administration or any other governmental entity. To submit a question, visit our website (https://amacfoundation.org/services/) or email us at ssadvisor@amacfoundation.org. Because we are a non-profit organization, there is no charge for these services.