Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
Social Security Fairness Act Could Cause New Problems
By John ManganaroExperts agree that the WEP needs to go, but more reforms are needed to truly make benefits fair.
October 02, 2024
Clients Waiting Until 70 to Claim Social Security? 3 Bits of Friendly AdviceAs clients get ready to claim benefits, there are some hidden dots to connect.
September 16, 2024
Social Security Claiming: The Case Where Timing Doesn't Matter MuchProjected lifetime benefits can have relatively small differences even when a surviving spouse delays until age 70.
August 27, 2024
Social Security Claiming: The Case of the High-Earning CoupleWhile each working spouse may have their own sizable benefit, their claiming decisions should be carefully coordinated.
August 23, 2024
Only 8% of Workers Say They'll Wait Till 70 for Social Security: SurveyHalf of non-retired Americans said they are concerned or very concerned about outliving their assets, Schroders reported.
August 19, 2024
Social Security Claiming: The Case of a Couple's Many ChoicesIt's essential for spouses with large differences in age and earnings, for instance, to coordinate their claiming choices carefully.
August 05, 2024
Social Security Claiming: The Case of the Pension OffsetIn this case study, the wife must contend with two Social Security rules that hit some retirees with pensions.
July 16, 2024
Social Security Claiming: A Tale of Two Survivor BenefitsA woman is elegible for benefits from two deceased ex-spouses. How should she time her claims?