Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
Why Social Security Claiming Comes First in Retirement Planning
By Martha SheddenSocial Security advice is highly sought after, and it affects planning elements like RMDs and sequence of withdrawals.
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.
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.