Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
A Wife Is Left by Her Husband. How Can She Claim on His Social Security?
By Marcia MantellThe ex-wife is 10 years older and has to go back to work. What can she do? Marcia Mantell connects the dots.
July 12, 2021
The Delayed Retirement CrisisThis massive problem throws financial ― and employer ― lives out of orbit.
July 01, 2021
How to Fine-Tune Your Client's Social Security Claiming StrategyA pre-retiree presented three scenarios for claiming spousal benefits. He understood most of the rules, but the devil's in the details.
June 24, 2021
Wait Till 70 for Social Security? No Way, Say Most Americans: SurveySchroders surveyed pre- and post-retirees 45 and older and found that only 10% planned to wait until 70 to claim benefits.
June 10, 2021
6 Ways to Help Clients Avoid Medicare's IRMAA Surcharges in RetirementWith appropriate income withdrawal strategies, your clients can lessen their exposure to these charges.
June 03, 2021
2 Social Security Trends to Watch Post-COVIDThe Great Recession spurred more early claiming. Will the pandemic panic do the same?
June 01, 2021
Can You Spot the Social Security Claiming Mistakes? Part 2Claiming spousal benefits under Social Security can be complicated. Here's part 2 of a case study.
June 01, 2021
Guaranteed Income Belongs on the Retiree Balance SheetTo show a client's full net worth, advisors must include Social Security and other guaranteed income in their total assets.