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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.

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5 Reasons Why An Industry Certification In Social Security Is The Next New Trend For Financial Advisors | Financial Advisor Magazine

June 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…

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Does your state tax social security benefits? Here’s why that’s crucial to your retirement strategy | USA TODAY

June 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…

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Why 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…

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How 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.

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Weekend 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…

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Retirees 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…

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New 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…

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There’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…

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3 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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