Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
Surprise! It Doesn't Always Pay to Delay Social Security Till 70
By John ManganaroRecently, we ran the numbers on a spousal-benefits scenario. The results surprised some readers.
January 18, 2024
Nassau Aims Annuity at Social Security Planning MarketOther life and annuity strategists, including Penn Mutual and Equitable, are placing bets on optimism and pessimism.
January 11, 2024
Why Social Security 'Bridge Accounts' Make Sense: BlanchettHaving a "sleeve" of assets earmarked for early retirement would help workers delay claiming benefits, the researcher suggests.
December 27, 2023
When the Social Security Administration OverpaysThe agency could try to claw cash back from your clients.
December 01, 2023
3 Interesting Social Security Questions Advisors Asked This YearSome clients have unusual circumstances, and their questions can take even the best advisors aback.
November 20, 2023
Kotlikoff: Help Your Clients Avoid Social Security ClawbacksThe SSA's view is "Our mistake is your problem," the former Reagan official warns.
October 31, 2023
Ask the Retirement Expert About Social Security: Marcia MantellMarcia Mantell of Mantell Retirement Consulting Inc. shares her latest insights on social security claims with ThinkAdvisor Editor-in-Chief John Manganaro.
October 16, 2023
New Platform Promises 'Near-Perfect' Social Security PlanningThe RSSA Roadmap will be a powerful tool in the hands of financial planners, Martha Shedden says.