Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
Why Clients Shouldn't Claim Social Security Early to Protect Portfolios
By John ManganaroA new study of real historical return data finds delayed claiming produces greater wealth for most investors.
December 20, 2022
A Time for Cheer (and Social Security Scams)Increasingly, fraudsters are calling people to "verify" information about the 2023 COLA for benefit recipients.
December 19, 2022
Martha Shedden Holds Out Hope for Social Security 2100 Bill, Urges Caution in ReformThe Social Security educator discusses reform proposals she's watching and myths she wishes people would stop believing.
December 16, 2022
Quiz: Do You Know These Social Security Facts for 2023?Can you ace this quiz on key Social Security facts, figures and tax rules?
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.