Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
Debate: Should the Government Force Mega-RMDs on Massive Retirement Accounts?
By Robert Bloink | William H. ByrnesA proposal in Biden's budget targets those who have saved at least $10 million in tax-preferred funds.
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?