Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
Case Study: When Should This Divorced Widow Claim Social Security?
By John ManganaroThere is nothing simple about Social Security claiming. In this scenario, our experts run the numbers.
December 27, 2023
When the Social Security Administration OverpaysThe agency could try to claw cash back from your clients.
December 01, 2023
3 Interesting Social Security Questions Advisors Asked This YearSome clients have unusual circumstances, and their questions can take even the best advisors aback.
November 20, 2023
Kotlikoff: Help Your Clients Avoid Social Security ClawbacksThe SSA's view is "Our mistake is your problem," the former Reagan official warns.
October 16, 2023
New Platform Promises 'Near-Perfect' Social Security PlanningThe RSSA Roadmap will be a powerful tool in the hands of financial planners, Martha Shedden says.
October 02, 2023
When Clients Claim Social Security Early, Take These Steps to Avoid SurprisesClients who claim before 65 can miss taking specific actions with Medicare and HSAs, leading to tax consequences.
September 19, 2023
When Should Clients Claim Social Security? 8 Things to ConsiderWhile clients are usually encouraged to wait as long as possible, that's not always the best option.
September 05, 2023
Why Even Wealthy Clients Should Delay Social Security: Jamie HopkinsThe Carson Group executive describes the impact waiting can have on maximizing wealth and minimizing risk.