Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
New Platform Promises 'Near-Perfect' Social Security Planning
By John ManganaroThe RSSA Roadmap will be a powerful tool in the hands of financial planners, Martha Shedden says.
September 05, 2023
Why Even Wealthy Clients Should Delay Social Security: Jamie HopkinsThe Carson Group executive describes the impact waiting can have on maximizing wealth and minimizing risk.
August 21, 2023
Retirement Master Class Part 2 (of 3): Retirement SpendingSpending in retirement can be a challenge with many questions for retirees. Join ThinkAdvisor for this complimentary webcast to learn key information about the decumulation phase of the retirement savings journey and how you can best help clients plan for this stage of their lives.
August 08, 2023
90% of Americans Plan to Claim Social Security Before 70: SurveyThe choice not to wait for larger benefit payments is a deliberate one, the survey found.
August 03, 2023
10 Reasons to Claim Social Security at 70You know some of the arguments for patience. Here are more.
August 02, 2023
The Big Thing Clients Don't Get About Social Security Spousal BenefitsMany clients (and some advisors) mistakenly believe they have a choice between their own benefit and their spouse's.
July 25, 2023
5 Reasons to Pause Social Security BenefitsThere are a few reasons why a client could benefit from a "do-over" on claiming their benefit.
July 18, 2023
These Factors Drive Americans to Retire Earlier Than ExpectedMost Americans plan to retire around 62 or 65, but the reality is often different.