Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
What Retirees, Pre-Retirees Want Most From Advisors: New Survey
By Michael S. FischerSocial Security and Medicare are the biggest concerns in the decade before retirement, Allianz Life found.
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.
June 06, 2022
7 Inflation-Fighting Strategies for Clients in or Near RetirementCutting expenses, contributing more to retirement plans and working a bit longer can mean a more comfortable retirement.
June 01, 2022
How to Help Retirees Avoid Tax Traps in Social Security, Capital GainsJoe Elsasser, founder of software maker Covisum, walked through how the interaction of tax rules can create planning opportunities.
May 18, 2022
Retirement Pros Take On Inflation, 4% Rule at MorningstarChristine Benz, David Blanchett and Karsten Jeske discussed questions like whether retirees should spend less in a down market.
May 18, 2022
Social Security Official Asks House for More Customer Service FundingThe SSA call center and field office crisis affects Medicare administration as well as retirement income benefits.
May 11, 2022
Want to Live Happily to 100? Start Planning Now, Study SuggestsEdward Jones and Age Wave studied the stages of retirement and the actions that led to higher quality of life.
May 03, 2022
How Social Security Spousal Benefits Really Work: A Case StudyA 66-year-old gets advice from an older sister that's well-intended but incorrect. Here are the facts.