Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
Social Security Claiming Baffles Even Sophisticated Clients. Here's What Advisors Can Do.
By John ManganaroThe near-record COLA is sparking discussion among advisors and clients, says Mike Lynch of Hartford Funds.
November 18, 2022
Why Late 2022 Is a Great Time for Roth IRA ConversionsRoth conversions are a great opportunity, given current market dynamics and the threat of future taxes hikes.
November 01, 2022
Why Clients Want to Claim Social Security Early, and What Advisors Can DoWhile some truly need the money, many others have issues an advisor could address, Joel Schiffman of Shroders says.
November 01, 2022
Social Security COLA: What Clients Don't Know Could Lead to a Claiming MistakeI've gotten calls from advisors whose clients want to claim benefits early to avoid missing out. Here's what I tell them.
October 25, 2022
Here's How Much Americans Think They'll Need for a Comfortable RetirementThe number rose 20% from 2021 as average retirement savings fell, according to Northwestern Mutual.
October 20, 2022
A Social Security Bridge Strategy Advisors OverlookOne expert says advisors and their clients may want to consider reverse mortgages as part of a bridge strategy.
October 19, 2022
12 Estate and Retirement Planning Questions for Blended FamiliesRemarriage raises important questions on Social Security and other retirement accounts, estate and gift taxes, and trusts.
October 13, 2022
Biggest Social Security COLA in Decades Could Push Retirees Over a Tax CliffClients may want to adjust their withdrawal strategy to minimize taxes, Edelman Financial Engines exec Christopher Jones tells ThinkAdvisor.