Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
Can You Spot the Social Security Claiming Mistakes? Part 1
By Marcia MantellClaiming spousal benefits under Social Security can be complicated. Here's a case study.
March 29, 2021
Social Security Early-Claiming Penalties: Are They Fair?Amid the pandemic, two professors debate reducing cuts in Social Security benefits for those who claim before full retirement age.
March 23, 2021
The Biggest Social Security Claiming Mistakes Women MakeWidows, stay-at-home parents and divorced spouses can be in for some big shocks, retirement expert Marcia Mantell tells ThinkAdvisor.
March 19, 2021
Alicia Munnell: Biden's Social Security Tax Hike Plan Falls ShortRaising payroll taxes on the highest earners isn't enough to fill the Social Security funding gap, the retirement scholar tells ThinkAdvisor.
March 18, 2021
There's a New Social Security Certification in TownThe RSSA designation trains advisors on in-depth Social Security planning, including the use of software.
February 21, 2021
How to Help Clients Maximize Social Security BenefitsClaiming early can be tempting for retirees, who are worried about the solvency of Social Security.
January 12, 2021
Social Security COLA: What's Working, What's NotThe way Social Security COLAs are calculated is a source of debate, but the benefits of inflation protection are not.
December 22, 2020
5 Ways to Prep Gig-Worker Clients for Retirement: Morningstar's BenzThe number of independent contractors is up 15% in last decade. Here's how to help these workers plan for the future.