Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
January 25, 2022
Social Security Recognizes Survivor Benefits for More Same-Sex CouplesSurviving partners who were in a committed relationship prior to same-sex marriage legalization can apply for benefits, including retroactive payments.
January 24, 2022
How to Show Couples the Hazards of Claiming Social Security EarlyClaiming benefits at 62 is usually a mistake, even if one spouse waits till 70, retirement experts say.
January 11, 2022
Pandemic Spending Slowdown Eased Financial Stress: SurveyJohn Hancock's latest survey on stress and finances found the pandemic actually led to some good short-term behavior.
January 04, 2022
The Hidden Hazards of Taking a Social Security Lump SumA client's plan to work six months after full retirement age and then collect a big payment could have consequences.
December 15, 2021
What to Do When Your Married Clients Can't Agree on Retirement PlanningHere's how to advise couples who don't agree about money matters like retirement timing, Social Security claiming and risk tolerance.
December 13, 2021
10 Social Security Tax Facts to KnowThe experts at Tax Facts answer questions on timing of withdrawals, maximization of benefits and, of course, taxation.
November 23, 2021
Martha Shedden: Why Advisors Should Watch the Social Security 2100 BillMisinformation on the program abounds, the Social Security analyst says.
November 17, 2021
Marcia Mantell: Social Security, Medicare and What Advisors Need to KnowThe retirement expert discusses key statistics to watch and provides a glimpse into how she happily takes her work home.
November 16, 2021
The 4% Rule Is Dead: New Morningstar StudyHere's how much most retirees can spend safely and how advisors can create an individualized plan, according to new research.
November 01, 2021
Social Security Claiming and the Divorced Spouse, Part 2: RemarriageWhen it comes to claiming Social Security after remarriage, rumors and myths abound. Let's unpack some of them.