Claiming Strategies

The top news, insights and advisors can use to best help clients with Social Security claiming strategies.

The 7 Biggest Retirement Regrets (and How to Avoid Them)

December 03, 2024

The 7 Biggest Retirement Regrets (and How to Avoid Them)
Clients Waiting Until 70 to Claim Social Security? 3 Bits of Friendly Advice

October 02, 2024

Clients Waiting Until 70 to Claim Social Security? 3 Bits of Friendly Advice
Social Security Claiming: The Case Where Timing Doesn't Matter Much

September 16, 2024

Social Security Claiming: The Case Where Timing Doesn't Matter Much
Social Security Claiming: The Case of the High-Earning Couple

August 27, 2024

Social Security Claiming: The Case of the High-Earning Couple
Only 8% of Workers Say They'll Wait Till 70 for Social Security: Survey

August 23, 2024

Only 8% of Workers Say They'll Wait Till 70 for Social Security: Survey
Social Security Claiming: The Case of a Couple's Many Choices

August 19, 2024

Social Security Claiming: The Case of a Couple's Many Choices
Social Security Claiming: The Case of the Pension Offset

August 05, 2024

Social Security Claiming: The Case of the Pension Offset
Social Security Claiming: A Tale of Two Survivor Benefits

July 16, 2024

Social Security Claiming: A Tale of Two Survivor Benefits
Two Social Security Claiming Case Studies, One Conclusion

June 24, 2024

Two Social Security Claiming Case Studies, One Conclusion
For Young Widows, the Best Social Security Claiming Choice Isn't Always What It Seems

June 07, 2024

For Young Widows, the Best Social Security Claiming Choice Isn't Always What It Seems