Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
7 Big Social Security Claiming Mistakes Couples Make
By John ManganaroRetirement planning expert Jeff Levine breaks down the Social Security claiming issues couples find most confusing.
January 09, 2023
Why Clients Shouldn't Claim Social Security Early to Protect PortfoliosA new study of real historical return data finds delayed claiming produces greater wealth for most investors.
December 30, 2022
Biden Signs $1.7T Spending Bill, Brings Secure 2.0 to LifeThe bill includes many provisions related to RMDs, retirement plan administration and annuities.
December 27, 2022
The 2023 Social Security COLA Is Almost Here. What Advisors, Clients Should KnowThere are a few key messages advisors should deliver to clients as the COLA takes effect, Jeff Levine says.
December 20, 2022
A Time for Cheer (and Social Security Scams)Increasingly, fraudsters are calling people to "verify" information about the 2023 COLA for benefit recipients.
December 19, 2022
Martha Shedden Holds Out Hope for Social Security 2100 Bill, Urges Caution in ReformThe Social Security educator discusses reform proposals she's watching and myths she wishes people would stop believing.
December 16, 2022
Quiz: Do You Know These Social Security Facts for 2023?Can you ace this quiz on key Social Security facts, figures and tax rules?
December 15, 2022
8 'Troubling' Features of Social Security's New Website: Marcia MantellThe redesign seems to prioritize ease of use over helping users make good decisions, the Social Security expert says.