Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
When Should Your Client Claim Social Security? 6 Questions to Ask
By John ManganaroWhile waiting until 70 yields the highest benefit, there are reasons to claim earlier, according to J.P. Morgan Asset Management.
March 10, 2023
Good Advisors Can't Ignore the Inequities Following Women Into RetirementThe wage gap between men and women follows women into retirement and is worsened by their greater longevity.
February 23, 2023
7 Big Social Security Claiming Mistakes Couples MakeRetirement planning expert Jeff Levine breaks down the Social Security claiming issues couples find most confusing.
February 06, 2023
Beware of Social Security Agents Bearing Lump-Sum OffersWarn your clients that if an SSA agent makes them an offer they can't refuse, they probably should.
January 12, 2023
Debate: Who Benefits From Secure 2.0's Increased RMD Age?Our Tax Facts experts debate whether Americans will fully understand the pros and cons of delaying RMDs.
January 09, 2023
Why Clients Shouldn't Claim Social Security Early to Protect PortfoliosA new study of real historical return data finds delayed claiming produces greater wealth for most investors.
December 30, 2022
Biden Signs $1.7T Spending Bill, Brings Secure 2.0 to LifeThe bill includes many provisions related to RMDs, retirement plan administration and annuities.
December 27, 2022
The 2023 Social Security COLA Is Almost Here. What Advisors, Clients Should KnowThere are a few key messages advisors should deliver to clients as the COLA takes effect, Jeff Levine says.