Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
Social Security Survivor Benefits: Claim Now, Switch Later
By ThinkAdvisor StaffWith this strategy, a surviving spouse who hasn't yet claimed can receive income while letting their own benefit grow.
September 02, 2026
Clients Who Claim Social Security Early Miss a Big Chance to Cut RMDsUsing a "bridge" strategy to delay claiming is more tax-efficient in the long term, NARSSA President Martha Shedden says.
August 07, 2026
PRO
How Husbands' Early Social Security Claims Can Put Widows at RiskCouples who time their claims without considering survivor benefits are "asking the wrong question," an advisor says.
August 07, 2026
PRO
Why 'Breakeven' Framing for Social Security Claiming May Be 'Deeply Misguided'The way the decision is presented to retirees "dramatically shapes the decisions they make," economist Jeffrey R. Brown says.
July 27, 2026
How a 3-Year-Old Can Change the Social Security Claiming MathA 63-year-old accountant expected to delay until 70. Then his son — and caregiving wife — entered the equation.
July 20, 2026
New Bill Expands Social Security Survivors' BenefitsThe Surviving Widow(er) Income Fair Treatment (SWIFT) Act loosens some benefit rules for widows, widowers and surviving divorced spouses.
July 13, 2026
How to Help Clients Fund the Retirement Life They Truly WantThe gap between what clients say they want and what they need is where most retirement conversations go wrong.
July 13, 2026
This Social Security Designation Is Growing FastMore than 1,500 financial professionals have enrolled in the Registered Social Security Analyst program in the past 12 months.