How to Get the Most Out of a Social Security Analysis

SSN Marketing Tax Tips

How to Get the Most Out of a Social Security Analysis By Corey Keltner, Practice Development Specialist When you are preparing a retirement plan for a client, you may plug the Social Security information into your planning software and get information as to how Social Security will work within the entire plan. Today I am going to discuss why it …

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 …

Keeping Your Tech Safe and Secure

SSN Marketing IT

Keeping Your Tech Safe and Secure By Brandon Hill, Technology Specialist In today’s business environment your computer is one of your primary tools. Your computer will contain client documents, client contact information, meeting notes, photos, music, and other important information. Having all of this data stored on your computer effectively “puts all your eggs in one basket”. If anything happens to …

CyberSecurity – Software

SSN Marketing IT

CyberSecurity – Software By Joe Simpson, Vice President of Technology Cybersecurity is a topic that is on everyone’s mind, and for good reason. The potential impact to a client of having his or her identity stolen or being a victim of fraud is devastating. In addition, the advisor faces the loss of trust and brand damage if a breach or attack is …