Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
Good Advisors Can't Ignore the Inequities Following Women Into Retirement
By John ManganaroThe wage gap between men and women follows women into retirement and is worsened by their greater longevity.
January 12, 2023
Debate: Who Benefits From Secure 2.0's Increased RMD Age?Our Tax Facts experts debate whether Americans will fully understand the pros and cons of delaying RMDs.
January 09, 2023
Why Clients Shouldn't Claim Social Security Early to Protect PortfoliosA new study of real historical return data finds delayed claiming produces greater wealth for most investors.
December 30, 2022
Biden Signs $1.7T Spending Bill, Brings Secure 2.0 to LifeThe bill includes many provisions related to RMDs, retirement plan administration and annuities.
December 27, 2022
The 2023 Social Security COLA Is Almost Here. What Advisors, Clients Should KnowThere are a few key messages advisors should deliver to clients as the COLA takes effect, Jeff Levine says.
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?