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News stories and articles from around the web featuring NARSSA® and the RSSA® program — covering topics from Social Security planning to industry recognition and expert commentary.
← Back to News & MediaJune 3, 2021
With over 200,000 financial advisors in the U.S., competition in the financial industry makes it difficult to stand out. By obtaining industry certification as a Social Security expert, financial professionals…
Read MoreJune 3, 2021
Plan ahead. Learning how Social Security is taxed as the federal and state levels is one task. Planning ahead for those taxes is another, said Martha Shedden, the president and…
Read MoreWhy Do I Pay Taxes On My Social Security and Pension Benefits? | TheStreet
May 4, 2021
Only part of the money an individual contributes to Social Security has had taxes paid on it, says Martha Shedden, RSSA, CRPC, president and co-founder of The National Association of…
Read MoreHow to Minimize Taxes When Social Security, RMDs Kick In | ThinkAdvisor
April 1, 2021
Financial advisors who have Social Security expertise and the understanding of tax consequences when withdrawing funds from retirement accounts and other income streams are extremely well-suited to providing retirement planning.
Read MoreWeekend Reading for Financial Planners | Kitces.com
March 25, 2021
The RSSA program includes a module on incorporating Social Security claiming strategies into the overall retirement income plan, and also covers Medicare (and where Medicare claiming overlaps with Social Security…
Read MoreRetirees still have to pay ‘hidden’ taxes on Social Security, expert says | Yahoo Money
March 25, 2021
“The taxation of Social Security income amongst all the other retirement income is kind of hidden,” Martha Shedden, executive director of National Association of Registered Social Security Analysts, told Yahoo…
Read MoreNew option for Social Security training | InvestmentNews
March 22, 2021
During the past two years of beta testing, more than 2,000 financial professionals have taken the online courses and more than 200 individuals have passed the national competency exam to…
Read MoreThere’s a New Social Security Certification in Town | ThinkAdvisor
March 18, 2021
This new organization and program not only trains and tests advisors on the ins and outs of Social Security planning for clients — approved by the CFP Board for 8.5…
Read More3 Things Advisors Should Know About Social Security and Taxes | ThinkAdvisor
March 8, 2021
This all-inclusive type of retirement planning lends itself perfectly to financial advisors who are also certified as registered Social Security analysts (RSSAs). Having the Social Security knowledge and training provides…
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