Tag: WebExtra

FRANKLIN & VOTAVA: MAXIMIZING SOCIAL SECURITY

April 21, 2017

MAXIMIZING SOCIAL SECURITY

Strategies for claiming Social Security can be tricky for anyone, but they are especially difficult for same sex couples. According to Social Security guru, Mary Beth Franklin anyone born on January 1, 1954 or earlier can take advantage of a strategy called filing for spousal benefits. If one spouse is collecting social security, the other can claim half of those benefits starting at age 66, let their own benefits keep growing by 8% a year and then switch to their own maximum benefits at 70. The same applies to divorced people as long as they were married for at least 10 years. Since same sex marriages were only legally recognized recently where does that leave them?

Watch the related WEALTHTRACK episode.

HOUGAN: ETF WAVE

April 14, 2017

ETF WAVE

How did Matt Hougan identify exchange traded funds as the wave of the future long before they became a booming investment industry?

Watch the related WEALTHTRACK episode.

MILLER: WORLD CLASS BIBLIOPHILE

April 7, 2017

WORLD CLASS BIBLIOPHILE

Legendary investor Bill Miller is known for his stock picking ability and wide ranging intellectual interests, including his long time involvement at the Santa Fe Institute, a think tank specializing in complex systems, where he is now Chairman Emeritus. Always a voracious reader, in recent years he has turned into a serious bibliophile.

Watch the related WEALTHTRACK episode.

HOPKINS: RETIREMENT INCOME PLANNING

March 31, 2017

RETIREMENT INCOME PLANNING
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Professor Jamie Hopkins is considered to be one of the leading experts on retirement income planning in the country. He was one of the creators of the curriculum for the RICP, or Retirement Income Certified Professional designation for financial advisors taught at The American College of Financial Services. How did such a young man get interested in retirement income? It started at an early age.

Watch the related WEALTHTRACK episode.

ROGERS: ACTIVE RETIREMENT

March 24, 2017

ACTIVE RETIREMENT

Great Investor Brian Rogers joined T. Rowe Price in 1982 in his mid-twenties. 35 years later he is retiring from active management of the firm he led as Chairman and Chief Investment Officer. He explains what is behind his decision and how important the next generation of leadership is.

Watch the related WEALTHTRACK episode.

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