Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
How Advisors' Biases Can Cloud Social Security Claiming Advice
By Joe ElsasserDerek Tharp's framework for early claiming of benefits has two critical flaws.
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.
November 03, 2025
How Roth Conversions, Senior Deductions and Taxes Affect Social Security ClaimingThe size and location of assets expected to complement benefits income should inform clients’ claiming decisions.
October 28, 2025
Social Security Claiming: How Dependent Children Change the MathThe “right” claiming decision isn’t always about maximizing the potential dollar amount.
October 23, 2025
Social Security Claiming: How One Widow Maximized Her BenefitsWith the right strategy, surviving spouses can add hundreds of thousands of dollars to their lifetime benefit.
October 22, 2025
What Clients Get Wrong About Social Security May Surprise YouAdvisors shouldn’t be concerned about patronizing their clients when it comes to teaching them about Social Security mechanics.