Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
10 Reasons to Claim Social Security at 70
By Lloyd LoftonYou know some of the arguments for patience. Here are more.
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.
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.