Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
Social Security Claiming: The Case of the Late Baby Boomers
By John ManganaroPeople born at the end of the generation face a different claiming outlook than their older counterparts.
January 08, 2025
How the Social Security Fairness Act Affects Claiming StrategiesSome clients who never filed for benefits now have a strong incentive to do so, Joe Elsasser says.
January 07, 2025
The Social Security Fairness Act Is Law. Here's What Advisors Should Do Now.Share the good news, but warn affected clients that benefit increases or back-payment checks won't come immediately.
January 03, 2025
Delay Social Security, Invest More or Buy an Annuity: What’s Best for Retirement Income?It’s possible to claim early and reinvest for better returns, but it requires significant risk, David Blanchett finds.
January 02, 2025
Mind These Social Security Changes in 2025A meaningful cost-of-living adjustment and a higher cap on taxable wages are both in store.
December 31, 2024
Biden Likely to Sign Social Security Fairness Act on Jan. 6Both Biden and Trump support the bill, the National Fraternal Order of Police says.
December 30, 2024
Social Security Fairness Act Could Cause New ProblemsExperts agree that the WEP needs to go, but more reforms are needed to truly make benefits fair.
December 16, 2024
How Retirement Age and Social Security Claiming Age Are RelatedThe claiming decision is strongly tied to the age at which someone retires, especially for younger retirement ages.