Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
Is This Big Risk Lurking in Your Social Security Claiming Math?
By John ManganaroAs a reader pointed out, Social Security projections are only as good as the assumptions fed in.
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.
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 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.