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.

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.

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.

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.

SmartAsset | What Is a Registered Social Security Analyst?

Published: February 26, 2021

The RSSA designation is overseen by the National Association of Registered Social Security Analysts (NARSSA). NARSSA is a private for-profit company set up to provide an online education system for financial professionals to learn how to help others make the most of Social Security.

Financial Advisor Magazine | How To Use Social Security To Boost Your Practice

Published: February 10, 2021

Financial advisors can help clients achieve their best strategies for claiming Social Security benefits through the National Association of Registered Social Security Analysts, according to the creator of the organization and the Registered Social Security Advisor credential. Michael Rosedale has designed the educational and software program to teach financial advisors and other financial professionals the ins and outs of the complicated Social Security system, Rosedale said in a recent interview.