Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
Are Social Security’s Benefit Statements Useless for Accurate Planning?
By John ManganaroThe simplified forms, released in 2021, are proving to have some serious shortcomings.
February 10, 2025
Social Security Claiming: The Case of Double DivorceWhen taxpayers have no workers benefit of their own, filing for benefits after ending a marriage isn’t complicated.
February 04, 2025
Social Security Claiming: The Case of the Sole BreadwinnerJust because one spouse earned all the income doesn’t mean a couple shouldn’t carefully coordinate their claiming strategy.
January 28, 2025
Expecting a Social Security Fairness Act Benefit Boost? Watch Out for Tax Traps.Bigger Social Security checks are an exciting prospect, but they could kick people into higher income brackets.
January 24, 2025
Social Security Claiming: The Case of the Late Baby BoomersPeople born at the end of the generation face a different claiming outlook than their older counterparts.
January 16, 2025
Social Security Claiming: The Case of the Middle-Earning WidowerVarious claiming strategies exist for mid- to high earners who have access to a survivor benefit.
January 08, 2025
Social Security ‘Fairness’ Doesn’t Come for FreeThe new law will cost almost $200 billion over a decade and hasten insolvency, Olivia Mitchell says.
January 08, 2025
How the Social Security Fairness Act Affects Claiming StrategiesSome clients who never filed for benefits now have a strong incentive to do so, Joe Elsasser says.