RSSA in the News

View our latest press releases and features in the news and media.

Yahoo Money | Retirees still have to pay ‘hidden’ taxes on Social Security, expert says

Published: 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 Money. “A lot of people don’t know that their Social Security income will be taxed.”

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InvestmentNews | New option for Social Security training

Published: 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 earn the RSSA designation, said Martha Shedden, executive director and co-founder of NARSSA. The program is designed both for financial professionals and career changers.

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ThinkAdvisor | There’s a New Social Security Certification in Town

Published: 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 hours of continuing education credits — but also has software available to create in-depth reports that project maximum Social Security benefits for clients.

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ThinkAdvisor | 3 Things Advisors Should Know About Social Security and Taxes

Published: 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 financial advisors with an enormous advantage and a huge opportunity to help their clients plan ahead.

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Financial Advisor Magazine | CPA Creates Program For Advisors’ Social Security Savvy

Published: March 1, 2021

The five-course online program does not teach advisors all of the thousands of possible Social Security strategies; rather, it teaches them how to find the ideal strategy for each client’s situation and educates an advisor about how to approach the client, Rosedale says.

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Yahoo Finance | What Is a Registered Social Security Analyst (RSSA)?

Published: February 26, 2021

Deciding how and especially when to claim Social Security benefits can be one of the most financially significant moves a person makes. Yet the rules used to calculate how much a beneficiary can receive from Social Security are complicated, making it difficult to calculate the optimal approach. A financial advisor with a designation as a Registered Social Security Analyst (RSSA) is trained to use specialized financial software to help with this important decision. Let’s break down what you need to know about this certification.

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