Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
When Clients Claim Social Security Early, Take These Steps to Avoid Surprises
By Marcia MantellClients who claim before 65 can miss taking specific actions with Medicare and HSAs, leading to tax consequences.
August 08, 2023
90% of Americans Plan to Claim Social Security Before 70: SurveyThe choice not to wait for larger benefit payments is a deliberate one, the survey found.
August 03, 2023
10 Reasons to Claim Social Security at 70You know some of the arguments for patience. Here are more.
August 02, 2023
The Big Thing Clients Don't Get About Social Security Spousal BenefitsMany clients (and some advisors) mistakenly believe they have a choice between their own benefit and their spouse's.
July 25, 2023
5 Reasons to Pause Social Security BenefitsThere are a few reasons why a client could benefit from a "do-over" on claiming their benefit.
July 18, 2023
These Factors Drive Americans to Retire Earlier Than ExpectedMost Americans plan to retire around 62 or 65, but the reality is often different.
June 27, 2023
5 Social Security Calculators to Share With Your Retirement ClientsFinancial planner Devin Caroll outlines several free and paid tools to help retirees decide when to claim benefits.
June 07, 2023
Why Clients Shouldn't Wait to Claim Ex-Spousal Social Security BenefitsThe ex-spouse's benefit will not increase if they wait beyond full retirement age to claim it.