Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
Martha Shedden: Why Advisors Should Watch the Social Security 2100 Bill
By Ginger SzalaMisinformation on the program abounds, the Social Security analyst says.
November 01, 2021
Social Security Claiming and the Divorced Spouse, Part 2: RemarriageWhen it comes to claiming Social Security after remarriage, rumors and myths abound. Let's unpack some of them.
October 26, 2021
Why Social Security Claiming Comes First in Retirement PlanningSocial Security advice is highly sought after, and it affects planning elements like RMDs and sequence of withdrawals.
October 13, 2021
Social Security COLA Set at 5.9% for 2022It will be the largest cost-of living adjustment in 40 years.
October 11, 2021
Trendspotter: Demand for Guaranteed Retirement Income Is SurgingSteve Vernon, David Blanchett and Wade Pfau outline several ways advisors can help clients generate income for life.
September 01, 2021
A Wife Is Left by Her Husband. How Can She Claim on His Social Security?The ex-wife is 10 years older and has to go back to work. What can she do? Marcia Mantell connects the dots.
August 23, 2021
Study Finds 'Guaranteed Income for Life' More Popular Than AnnuitiesA Morningstar researcher asked the same questions about a hypothetical product with different names and got different answers.
July 16, 2021
Claiming Social Security: Too Many Think It's 'as Simple as Flipping a Switch'Half of respondents with a financial professional said they didn't discuss Social Security, and two thirds said they'd switch to one who could.