Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
12 Estate and Retirement Planning Questions for Blended Families
By Emily HolbrookRemarriage raises important questions on Social Security and other retirement accounts, estate and gift taxes, and trusts.
October 13, 2022
Inside the Social Security COLA CalculationsHere's a primer on the inflation-adjustment machinery.
September 30, 2022
About That 5-Year Gender Longevity Gap …The gender life expectancy gap may be five years at birth, but it's a different story at 65.
September 13, 2022
Just 11% of Near-Retirees Plan to Delay Social Security Benefits Until 70In a survey, they cited a number of reasons for wanting to claim earlier.
September 08, 2022
Should Social Security Be Used to Fund Parental Leave?The New Parents Act is drawing opposition from libertarians and Social Security advocates alike.
September 01, 2022
Should This Client Claim Social Security Before 70?Some advisors do the math and say it's better to wait. But there's more to consider than math.
August 26, 2022
COVID-19 Didn't Change Older Americans' Retirement Expectations: StudyDespite the pandemic's financial impact, most respondents didn't delay their anticipated retirement or Social Security claiming age.
August 12, 2022
5 Ways to Calm Your Clients' Social Security FearsOne way to ease income planning conversations is to clear up confusion about public benefits.