Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
New Bill Expands Social Security Survivors' Benefits
By Melanie WaddellThe Surviving Widow(er) Income Fair Treatment (SWIFT) Act loosens some benefit rules for widows, widowers and surviving divorced spouses.
June 18, 2026
The Real Risk Isn't Social Security Insolvency. It's How Clients React to It.Advisors have an opportunity to guide retirees and pre-retirees toward something more valuable: perspective.
December 12, 2025
How Advisors' Biases Can Cloud Social Security Claiming AdviceDerek Tharp's framework for early claiming of benefits has two critical flaws.
December 12, 2025
Social Security Case Study: How a Couple Could Boost Lifetime Benefits by $100KClients may be surprised by just how much of a difference an optimal claiming decision can make.
December 08, 2025
How Health Influences Social Security ClaimingHouseholds that make optimal decisions around starting benefits factor longevity into the process. Sometimes that means claiming earlier.
December 02, 2025
House Passes Social Security Claiming BillThe legislation updates language used by the Social Security Administration to describe when American workers can claim benefits.
December 02, 2025
Social Security Claiming: The Case of the Big Age GapCouples with a significant difference in their ages have a strong incentive to be strategic while accessing benefits.
December 01, 2025
The 'Natural Next Step' to Better Social Security Claiming DecisionsLifespan estimates tailored to individual factors can significantly optimize clients' strategies, Jeremy Ko’s research suggests.