Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
Phased Retirements Call for Different Advisor Approach
By Dinah Wisenberg BrinJason Juhl of Carson Wealth advocates layered planning that encompasses income sources, distributions, Roth conversions and tax strategies.
September 10, 2026
PRO
Is a Social Security Lump Sum Right for Your Client?A big check now can come with reduced benefits later. But in certain client situations, there's no downside.
September 04, 2026
PRO
A Retiree With $5 Million Lived on $100,000 a Year. Here's What Changed.Advisor Charley Corbett helped the retired executive fill crucial planning gaps so she could enjoy her wealth.
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.