Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
Wait Till 70 for Social Security? No Way, Say Most Americans: Survey
By Ginger SzalaSchroders surveyed pre- and post-retirees 45 and older and found that only 10% planned to wait until 70 to claim benefits.
June 01, 2021
Can You Spot the Social Security Claiming Mistakes? Part 2Claiming spousal benefits under Social Security can be complicated. Here's part 2 of a case study.
June 01, 2021
Guaranteed Income Belongs on the Retiree Balance SheetTo show a client's full net worth, advisors must include Social Security and other guaranteed income in their total assets.
May 25, 2021
Secure Act 2.0: What Retirement Experts Think of 4 Key ProvisionsHere's what 401(k) pioneer Ted Benna and others had to say about some major parts of the proposal.
May 21, 2021
How Retirees Can Avoid Tax Traps in Social Security, Medicare, Capital GainsWell-meaning retirement income moves can often have surprising tax consequences.
May 21, 2021
Why Delayed Social Security Claiming Is More Valuable Than EverAs your high-earning clients continue to live longer and longer, the benefits of delaying their claim increase.
May 18, 2021
How Differently Retirees, Pre-Retirees See the FutureSince 2002, Gallup polls have found that about 77% of retirees think they have enough money to live comfortably after they stop working vs. roughly 49% of those not yet retired.
May 18, 2021
Today's Top 3 Retirement Decisions: BenzAdvisors should help their clients review these key questions and then decide what answers make most sense, Morningstar's personal finance expert says.