Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
The Delayed Retirement Crisis
By Marthin De BeerThis massive problem throws financial ― and employer ― lives out of orbit.
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.
May 25, 2021
Secure Act 2.0: What Retirement Experts Think of 4 Key ProvisionsHere's what 401(k) pioneer Ted Benna and others had to say about some major parts of the proposal.
May 21, 2021
How Retirees Can Avoid Tax Traps in Social Security, Medicare, Capital GainsWell-meaning retirement income moves can often have surprising tax consequences.
May 21, 2021
Why Delayed Social Security Claiming Is More Valuable Than EverAs your high-earning clients continue to live longer and longer, the benefits of delaying their claim increase.