Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
A Time for Cheer (and Social Security Scams)
By John ManganaroIncreasingly, fraudsters are calling people to "verify" information about the 2023 COLA for benefit recipients.
December 15, 2022
8 'Troubling' Features of Social Security's New Website: Marcia MantellThe redesign seems to prioritize ease of use over helping users make good decisions, the Social Security expert says.
December 15, 2022
Kotlikoff: Don't Let Social Security Dupe Your Clients Into Claiming EarlyMillions of Americans leave money on the table due to misleading SSA guidance, Economist Laurence Kotlikoff tells ThinkAdvisor.
December 13, 2022
10 Can't-Miss Retirement Planning Podcast EpisodesTraveling for the holidays? These illuminating listens will make the time fly.
December 12, 2022
House GOP Budget Framework Sets 70 as Full Social Security Claiming AgeCalls to cut benefits and raise the retirement age could be used by Republicans during 2023 debt negotiations.
November 29, 2022
Social Security Claiming Baffles Even Sophisticated Clients. Here's What Advisors Can Do.The near-record COLA is sparking discussion among advisors and clients, says Mike Lynch of Hartford Funds.
November 28, 2022
Regret Is a Powerful Savings, Planning Motivator: New StudyShowing people how long they're expected to live could help them reduce financial mistakes and future regrets, researchers concluded.
November 21, 2022
Waiting to Claim Social Security Can Boost Income by 10.4%: StudyNew analysis finds "virtually all" workers ages 45 to 62 could benefit from waiting to collect the benefit.