Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
7 Things to Know About Social Security and Taxes
By John ManganaroThe interactions between Social Security and other income can cause unexpected tax results, Joe Elsasser says.
April 11, 2024
Social Security Claiming: The Classic Case of DivorceAn ex-spouse can generally get 50% of the former partner's primary benefit, regardless of when it's claimed.
April 01, 2024
Social Security Claiming: The Case of Two Marriages, Two DivorcesMatters can get complicated when someone has multiple ex-spouses from unions that lasted more than 10 years.
March 28, 2024
Are Advisors Giving Conflicted Social Security Advice?Households with advisors claim benefits earlier on average, a new paper by David Blanchett and Jason Fichtner finds.
March 19, 2024
When Delayed Social Security Claiming Doesn't Go as PlannedWhat happens when a couple decides to delay one benefit until 70 and a spouse dies early?
March 19, 2024
How to Help Women Claim Social Security in 4 Different SituationsHow advisors explain clients' benefit claiming options can make or break financial success in their 80s and beyond.
March 14, 2024
Social Security Claiming: The Case of the Public PensionPension income can complicate the planning picture, especially if the employer didn't pay into Social Security.
February 29, 2024
Social Security Claiming: The Case of the Age and Earnings GapGreg is seven years older and earns more than his wife, Alice. When should they file for benefits?