Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
When Should Your Client Claim Social Security? 7 Questions to Ask
By Roger WohlnerWaiting longer means a bigger benefit, but this isn't the optimal answer for every client.
March 21, 2022
Don't 'Torpedo' Medicare, Social Security in Retirement Plans: William MeyerRetiree Inc.'s CEO says good intentions can go wrong, such as when a Roth conversion raised a client's Medicare premium, an outcome that "will likely" get the advisor "fire[d]."
March 15, 2022
Inflation Is Burning Through Social Security COLA for 2022: SurveyNearly three-quarters of older adults surveyed said their monthly costs had gone up at least $96 per month.
March 15, 2022
A Hard Look at Raising the Retirement AgeThis change could bolster the Social Security system, but Marcia Mantell and other retirement experts caution that the reality is complicated.
March 10, 2022
2023 Social Security COLA Estimated at 7.6% as CPI Keeps RisingMary Johnson of The Senior Citizens League sees inflation continuing and those on fixed budgets hurting.
March 10, 2022
10 New Retirement Planning Charts to Share With ClientsJ.P. Morgan Asset Management's Guide to Retirement provides some conversation starters for advisors.
March 01, 2022
Social Security Benefits Are Taxed? Ouch!New retirees often find themselves in a higher tax bracket than they expected.
February 15, 2022
Why Claiming Social Security at 64 or 67 Could Be a Big MistakeAt these ages, waiting just one more year provides a significant jump in benefits.