Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
What Clients Get Wrong About Social Security May Surprise You
By John ManganaroAdvisors shouldn’t be concerned about patronizing their clients when it comes to teaching them about Social Security mechanics.
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.
June 02, 2025
10 Big Social Security Mistakes Advisors MakeWith the complexity of the claiming process, even financial pros can get tripped up now and again.
May 27, 2025
There's a Flaw in Early Social Security Claiming Data: ResearchAmericans appear to be both retiring later and delaying their monthly benefits, but the data is nuanced.
May 08, 2025
10 Years On, Social Security’s Deemed Filing Rules Still ConfuseNuanced questions about the claiming strategy keep tripping people up, especially in cases of divorce.