Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
Social Security COLA: What Clients Don't Know Could Lead to a Claiming Mistake
By Marcia MantellI've gotten calls from advisors whose clients want to claim benefits early to avoid missing out. Here's what I tell them.
October 19, 2022
12 Estate and Retirement Planning Questions for Blended FamiliesRemarriage raises important questions on Social Security and other retirement accounts, estate and gift taxes, and trusts.
October 13, 2022
Biggest Social Security COLA in Decades Could Push Retirees Over a Tax CliffClients may want to adjust their withdrawal strategy to minimize taxes, Edelman Financial Engines exec Christopher Jones tells ThinkAdvisor.
October 13, 2022
Enjoy the Social Security Bump Now. You'll Pay Later.In 2035, taxes taken in will cover only about 80% of the benefits paid out each month.
October 12, 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.