Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
Social Security Official Asks House for More Customer Service Funding
By Allison BellThe SSA call center and field office crisis affects Medicare administration as well as retirement income benefits.
April 19, 2022
10 Financial Planning Steps to Take Within 10 Years of RetirementFollowing these steps will help ensure your client can retire successfully and on time.
April 11, 2022
Retirement Planning Is No Laughing Matter: WealthConductor CEOYour clients want a customized planning approach that addresses their biggest fears, Sheryl O'Connor tells ThinkAdvisor.
April 05, 2022
Cheat Sheet: 10 Social Security Facts Every Advisor and Client Should KnowHere's a guide for talking about Social Security with clients, even if you're not an expert.
April 04, 2022
Everything You Need to Know About Social Security's Retirement Earnings TestA thorough understanding of the test rules can enable advisors to tailor claiming strategies to their clients.
March 29, 2022
Jamie Hopkins: Congress Will Fix Social Security — EventuallyThe retirement expert discusses inflation, CPI-E and how Social Security will fare going forward.
March 29, 2022
When Should Your Client Claim Social Security? 7 Questions to AskWaiting longer means a bigger benefit, but this isn't the optimal answer for every client.
March 24, 2022
Why Social Security Claiming Really Counts for Wealthy ClientsStrategic claiming can produce $100,000 for income or legacy goals — easily earning advisors "investment alpha."