Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
COVID-19 Didn't Change Older Americans' Retirement Expectations: Study
By Ed McCarthyDespite the pandemic's financial impact, most respondents didn't delay their anticipated retirement or Social Security claiming age.
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.
July 26, 2022
8 Retirement Planning Points for Couples With a Large Age GapA sound plan should ensure that the couple's combined retirement assets cover an extended combined life expectancy.
July 13, 2022
6 Investing Ideas to Hedge Against InflationChristine Benz and David Blanchett talk through the upsides and downsides of some popular inflation-fighting options.
June 30, 2022
Avoiding Nasty Surprises in Roth IRA Conversions: A Case StudyUnderstanding how MAGI, Medicare and Social Security come together could save this client from a costly mistake.
June 21, 2022
What Retirees, Pre-Retirees Want Most From Advisors: New SurveySocial Security and Medicare are the biggest concerns in the decade before retirement, Allianz Life found.
June 21, 2022
Debate: Should 401(k)s Offer a Social Security 'Bridge' Option?Requiring plan sponsors to facilitate this strategy would benefit workers but would be complicated to implement.
June 15, 2022
Kotlikoff: How Social Security Rules Punish WomenSocial Security rules were designed by men to keep women from divorcing and remarrying, the economist argues.