Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
Retirement Master Class Part 1 (of 3): Retirement Savings
By ThinkAdvisor, sponsored by Investments & Wealth InstituteJoin this complimentary webcast to learn cutting-edge approaches and strategies in retirement savings, and how advisors can best help clients address their top wealth objectives. You'll discover:
June 07, 2023
10 Reasons to Claim Social Security Before 70Waiting until age 70 will result in the highest possible benefit, but it's not always the best choice.
May 19, 2023
9 Weird Social Security Rules That Can Surprise Married CouplesHelping couples navigate the Social Security benefits claiming process is no mean feat.
April 26, 2023
15 Cities Where Retirees Are Most Reliant on Social SecuritySocial Security benefits comprise 41.7% of a retiree's total income on average. In these cities, it's even higher.
April 10, 2023
12 Questions Clients Will Ask About Their Social Security BenefitsJason Fichtner, a former Social Security official, answers common questions on how the shortfall could affect retirees.
April 02, 2023
Social Security Trust Funds Hit by Big 2022, 2023 COLAsOther factors are effecting Social Security, too, such as lower projected GDP growth and greater longevity among beneficiaries.
March 28, 2023
New Bill Would Raise Social Security Earnings LimitThe proposed reform would let retirees earn more by working without seeing reductions in their Social Security benefits.
March 23, 2023
The Evolving Risk Framework All Retirement Advisors Need to KnowUnderstanding each client's perception of risk can help financial advisors become better financial planners.