Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
How Roth Conversions, Senior Deductions and Taxes Affect Social Security Claiming
By John ManganaroThe size and location of assets expected to complement benefits income should inform clients’ claiming decisions.
October 22, 2025
What Clients Get Wrong About Social Security May Surprise YouAdvisors shouldn’t be concerned about patronizing their clients when it comes to teaching them about Social Security mechanics.
October 16, 2025
Most Retirees Want to Front-Load Their SpendingThat means the constant real spending assumed by the 4% rule isn't what the majority of retirees prefer.
October 02, 2025
Social Security Claiming: The Case of Two Ex-Spousal BenefitsKelly could claim her own worker benefit, but drawing income from former husbands results in a larger return.
September 29, 2025
What a 26% Haircut for Wealthy Recipients Could Mean for Social SecurityA recent research paper proposes reduced benefits for high earners to help preserve benefits for the most vulnerable.
September 17, 2025
A Flat Social Security Benefit Could Save the System — Or Threaten ItOther developed nations use a flat public pension formula. Would it work in the U.S.?
September 03, 2025
This Social Security Strategy Gives Retirees More to SpendBridge approaches can help retired clients get more mileage from the same amount of assets, research finds.
June 30, 2025
Why Advisors Should Never Recommend Social Security Claiming at 62Since Trump took office, more high earners have claimed benefits earlier. They are making a mistake.