Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
Social Security Claiming: The Case of Two Marriages, Two Divorces
By John ManganaroMatters can get complicated when someone has multiple ex-spouses from unions that lasted more than 10 years.
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?
February 21, 2024
Is This Big Risk Lurking in Your Social Security Claiming Math?As a reader pointed out, Social Security projections are only as good as the assumptions fed in.
February 12, 2024
Surprise! It Doesn't Always Pay to Delay Social Security Till 70Recently, we ran the numbers on a spousal-benefits scenario. The results surprised some readers.
February 09, 2024
Social Security Claiming: The Case of the High-Earning HusbandIn this case study, one spouse earns much more than the other. When should they file for benefits?
January 30, 2024
Case Study: When Should This Divorced Widow Claim Social Security?There is nothing simple about Social Security claiming. In this scenario, our experts run the numbers.