Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
5 Ways to Calm Your Clients' Social Security Fears
By Sri ReddyOne way to ease income planning conversations is to clear up confusion about public benefits.
July 26, 2022
8 Retirement Planning Points for Couples With a Large Age GapA sound plan should ensure that the couple's combined retirement assets cover an extended combined life expectancy.
July 13, 2022
6 Investing Ideas to Hedge Against InflationChristine Benz and David Blanchett talk through the upsides and downsides of some popular inflation-fighting options.
June 30, 2022
Avoiding Nasty Surprises in Roth IRA Conversions: A Case StudyUnderstanding how MAGI, Medicare and Social Security come together could save this client from a costly mistake.
June 21, 2022
What Retirees, Pre-Retirees Want Most From Advisors: New SurveySocial Security and Medicare are the biggest concerns in the decade before retirement, Allianz Life found.
June 21, 2022
Debate: Should 401(k)s Offer a Social Security 'Bridge' Option?Requiring plan sponsors to facilitate this strategy would benefit workers but would be complicated to implement.
June 15, 2022
Kotlikoff: How Social Security Rules Punish WomenSocial Security rules were designed by men to keep women from divorcing and remarrying, the economist argues.
June 07, 2022
4 Steps to Figuring Out How Much Money a Client Needs to RetireRunning your clients through these steps can give them an idea of how much they need to save.