Securities Service Network Announces Successful Conclusion of 2019 Leadership Forum

SSN Marketing Marketing, Press Release

— Securities Service Network Announces Successful Conclusion of 2019 Leadership Forum  — —Annual Conference in Arizona Recognized Contributions Advisors Make to Their Clients — KNOXVILLE, Tenn., April 9, 2019 – Securities Service Network, LLC (“SSN”), an independent advisory and brokerage (IAB) firm and wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTSL, LTS PrA, LTSF, LTSK), …

The American Dream: Paying off Debt before Retirement

SSN Marketing Tax Tips

The American Dream: Paying off Debt before Retirement By Corey Keltner, Practice Development Specialist Part of the American Dream is paying off a mortgage and other debt before retirement. But we know that more Americans are carrying debt into retirement. According to a Transamerica Center for Retirement Studies survey: 28% of Retirees had mortgage debt 45% of Retirees had non-mortgage …

Is Social Security Going Bankrupt?

SSN Marketing Tax Tips

Is Social Security Going Bankrupt? By Corey Keltner, Practice Development Specialist You are likely dealing with prospects and clients regularly who believe Social Security is going to run out of money. Unfortunately, your clients may end up making rash decisions that can affect them for the rest of their lives. We do know the Social Security Trust Fund is projected …

Social Security Taxation

SSN Marketing Tax Tips

Social Security Taxation By Corey Keltner, Practice Development Specialist Today I would like to discuss a misunderstood concept about how Social Security taxation actually works. Understanding this concept can help clients reduce or avoid Social Security taxes in certain situations while reducing federal taxes at the same time. The basic issue is that IRA distributions have the ability to cause two …

Securities Service Network Gives Financial Advisors the Ability to Communicate with Clients through Text Messaging

SSN Marketing News

— Ladenburg Subsidiary Enhances Advisor-Client Engagement, Adding Preferred Mode of Mobile Phone Communication — — MyRepChat Meets Regulatory Guidelines and Integrates with CRM Platforms — KNOXVILLE, TN – February 18, 2019 – Securities Service Network, LLC (“SSN” or “the Firm”), a leading independent advisory and brokerage (IAB) firm and wholly owned subsidiary of Ladenburg Thalmann Financial Services (NYSE American: LTS, …

Life Transitions in Pre-Retirement

SSN Marketing Tax Tips

Life Transitions in Pre-Retirement By Corey Keltner, Practice Development Specialist Let’s discuss how you can help married couples through different life transitions, starting in pre-retirement, with a focus on the Roth conversion as a way to strategically pay taxes now and avoid them later. Keep in mind that Roth distributions* avoid Federal taxes and are not included in the Social …