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Rob Schultz, CFP®, PFP

May
02
Modeling a future without Social Security
When we create retirement income models, often the response when mentioning Social Security is something like "if it still exists." While we don't believe those in or close to retirement will see any reduction, there have been suggestions to means test the benefits thereby reducing payouts for those with higher incomes. Another option is to illustrate without the current cost of living adjustment. I would expect and believe it is prudent that we continue to stress test retirement income plans for our younger clients with reduced or no benefits.
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Securities and investment advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through NWF Advisory Services Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc. Certain insurance products offered through New World Financial & Insurance Services, Inc., an entity not affiliated with Royal Alliance Associates, Inc. or registered as a broker/dealer or investment advisor.



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