Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
With Social Security in Turmoil, Should Clients Claim Early?
By Marcia MantellThat's a loaded question, and financial advisors simply telling clients to stay the course is not convincing.
March 26, 2025
Living Past 90: How to Play the Long Game on Retirement, Tax PlanningSolid strategies for Social Security claiming, retirement account withdrawals and tax minimization are crucial for these clients.
March 20, 2025
How to Avoid a Huge Tax Surprise When Clients Lose a SpouseWhen a client is widowed, taxes often go up as income goes down, retirement advisor John Iammarino says.
March 03, 2025
Talk to Your Female Clients Now About Social SecurityThe majority of beneficiaries are women, and recent changes give advisors a good reason to reach out.
February 27, 2025
Are Social Security’s Benefit Statements Useless for Accurate Planning?The simplified forms, released in 2021, are proving to have some serious shortcomings.
February 26, 2025
Yes, Canadians Can Participate in Social SecurityAdvisors who serve cross-border clients should know about the retirement income insurance program's rules and restrictions.
February 24, 2025
Social Security Claiming: The Case of Medicare and the Non-Working SpouseSpouses without an earnings record must wait for their working spouse to file, but Medicare is another matter.
February 10, 2025
Social Security Claiming: The Case of Double DivorceWhen taxpayers have no workers benefit of their own, filing for benefits after ending a marriage isn’t complicated.