Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
10 Reasons to Claim Social Security Before 70
By Roger WohlnerWaiting until age 70 will result in the highest possible benefit, but it's not always the best choice.
April 10, 2023
12 Questions Clients Will Ask About Their Social Security BenefitsJason Fichtner, a former Social Security official, answers common questions on how the shortfall could affect retirees.
April 02, 2023
Social Security Trust Funds Hit by Big 2022, 2023 COLAsOther factors are effecting Social Security, too, such as lower projected GDP growth and greater longevity among beneficiaries.
March 28, 2023
New Bill Would Raise Social Security Earnings LimitThe proposed reform would let retirees earn more by working without seeing reductions in their Social Security benefits.
March 23, 2023
The Evolving Risk Framework All Retirement Advisors Need to KnowUnderstanding each client's perception of risk can help financial advisors become better financial planners.
March 22, 2023
When Should Your Client Claim Social Security? 6 Questions to AskWhile waiting until 70 yields the highest benefit, there are reasons to claim earlier, according to J.P. Morgan Asset Management.
March 15, 2023
7 Social Security Claiming Myths That Can Shortchange ClientsHartford Funds' Mike Lynch says it's crucial to consider how timing, income and taxes all affect Social Security benefits.
March 13, 2023
Americans Underestimate Social Security Income by $1,900: StudyAn analysis shows that older adults have accurate expectations about their claiming age but underestimate their annual benefit.