WealthManagement.com | Five Things Advisors Get Wrong About Social Security

Published: August 8, 2022

That doesn’t mean advisors are getting everything right about Social Security and its complex rules. I asked Martha Shedden, president of the National Association of Registered Social Security Analysts (NARSSA), which has trained more than 3,000 advisors on how to work with clients on Social Security decisions, what errors advisors often make when guiding their clients on Social Security decisions are. Here are the five most common advisor errors and misunderstandings that she has observed.

Financial Advisor Magazine | Retirees On Track For 11.4% Social Security Raise In 2023

Published: August 8, 2022

“Right now, the latest estimate I’ve seen is a little over 9%,” Shedden said. “It’s a difficult situation for retirees when inflation is increasing as much as it is today. The COLA adjustment is calculated on one moment in time, based on the year before. We all thought the 5.9% increase was pretty high last year, and look what’s happened.” The National Association of Registered Social Security Analysts has trained more than 3,300 advisors and other financial professionals for the Social Security Analyst certification since it was founded in 2017…

Press Release | NARSSA Announces Partnership with Avantax

Published: July 11, 2022

Andy Watts, Avantax Vice President, Investment Solutions said: “This partnership with NARSSA will benefit our Financial Professionals and the clients they serve. It’s a great fit because clients seek and expect expert advice on all aspects of retirement planning from their Financial Professional. The expertise Financial Professionals gain from earning their RSSA credential will further differentiate them in the market for retirement planning services which are in such high demand.”

InvestmentNews | Social Security tax tips for the self-employed

Published: July 11, 2022

“Without all the information and a thorough analysis, it is hard to know,” said Martha Shedden, president and co-founder of the National Association of Registered Social Security Analysts. “But considerations here are the couple’s individual life expectancies, future earnings, and if their positions in the company allow them to take advantage of a reasonable compensation analysis.”

The Motley Fool | Could a $2,400 Pay Raise for Social Security Recipients Be on the Way?

Published: June 26, 2022

In an interview with CBS News, Martha Shedden, president of the National Association of Registered Social Security Analysts, stated, “I’m confident changes will be made.” Shedden added, “I don’t know if this is the bill that will pass, but there is more and more movement on it.”

The Kuderna Podcast | Social Security with Martha Shedden

Published: June 17, 2022

NARSSA President & Co-founder Martha Shedden joins Bryan Kuderna as a guest on The Kuderna Podcast. Bryan Kuderna is author of “Millennial Millionaire”, syndicated financial columnist, and founder of Kuderna Financial Team.