Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
Enjoy the Social Security Bump Now. You'll Pay Later.
By Allison SchragerIn 2035, taxes taken in will cover only about 80% of the benefits paid out each month.
September 13, 2022
Just 11% of Near-Retirees Plan to Delay Social Security Benefits Until 70In a survey, they cited a number of reasons for wanting to claim earlier.
September 08, 2022
Should Social Security Be Used to Fund Parental Leave?The New Parents Act is drawing opposition from libertarians and Social Security advocates alike.
September 01, 2022
Should This Client Claim Social Security Before 70?Some advisors do the math and say it's better to wait. But there's more to consider than math.
August 26, 2022
COVID-19 Didn't Change Older Americans' Retirement Expectations: StudyDespite the pandemic's financial impact, most respondents didn't delay their anticipated retirement or Social Security claiming age.
August 12, 2022
5 Ways to Calm Your Clients' Social Security FearsOne way to ease income planning conversations is to clear up confusion about public benefits.
August 03, 2022
Inflation Is Women's Biggest Financial Worry: SurveyEven among the highest earners, only 44% said they knew how to address inflation risk in their portfolios.
July 29, 2022
8 Things Your Clients Might Not Know About Social SecurityWith 2,278 guidelines in the Social Security Handbook, it's no surprise clients need your advice.