Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
How Differently Retirees, Pre-Retirees See the Future
By Michael S. FischerSince 2002, Gallup polls have found that about 77% of retirees think they have enough money to live comfortably after they stop working vs. roughly 49% of those not yet retired.
April 30, 2021
Can You Spot the Social Security Claiming Mistakes? Part 1Claiming spousal benefits under Social Security can be complicated. Here's a case study.
April 02, 2021
5 Rules for Claiming Social Security Benefits After DivorceYes, divorced spouses (typically women) can claim spousal benefits if they meet the criteria. Here's what advisors should know.
April 01, 2021
How to Minimize Taxes When Social Security, RMDs Kick InManaging the sequence and amounts of withdrawals from different types of accounts is crucial for retirees and their advisors.
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.