Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
Social Security Partly Reverses New Phone Service Limits
By John ManganaroAn in-person ID verification requirement won’t apply to disability insurance, Medicare and SSI applications.
March 03, 2025
Talk to Your Female Clients Now About Social SecurityThe majority of beneficiaries are women, and recent changes give advisors a good reason to reach out.
February 27, 2025
Are Social Security’s Benefit Statements Useless for Accurate Planning?The simplified forms, released in 2021, are proving to have some serious shortcomings.
February 26, 2025
Yes, Canadians Can Participate in Social SecurityAdvisors who serve cross-border clients should know about the retirement income insurance program's rules and restrictions.
February 24, 2025
Social Security Claiming: The Case of Medicare and the Non-Working SpouseSpouses without an earnings record must wait for their working spouse to file, but Medicare is another matter.
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.