Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
December 27, 2023
When the Social Security Administration OverpaysThe agency could try to claw cash back from your clients.
December 01, 2023
3 Interesting Social Security Questions Advisors Asked This YearSome clients have unusual circumstances, and their questions can take even the best advisors aback.
November 20, 2023
Kotlikoff: Help Your Clients Avoid Social Security ClawbacksThe SSA's view is "Our mistake is your problem," the former Reagan official warns.
October 16, 2023
New Platform Promises 'Near-Perfect' Social Security PlanningThe RSSA Roadmap will be a powerful tool in the hands of financial planners, Martha Shedden says.
October 02, 2023
When Clients Claim Social Security Early, Take These Steps to Avoid SurprisesClients who claim before 65 can miss taking specific actions with Medicare and HSAs, leading to tax consequences.
September 19, 2023
When Should Clients Claim Social Security? 8 Things to ConsiderWhile clients are usually encouraged to wait as long as possible, that's not always the best option.
September 05, 2023
Why Even Wealthy Clients Should Delay Social Security: Jamie HopkinsThe Carson Group executive describes the impact waiting can have on maximizing wealth and minimizing risk.
August 21, 2023
Retirement Master Class Part 2 (of 3): Retirement SpendingSpending in retirement can be a challenge with many questions for retirees. Join ThinkAdvisor for this complimentary webcast to learn key information about the decumulation phase of the retirement savings journey and how you can best help clients plan for this stage of their lives.
August 08, 2023
90% of Americans Plan to Claim Social Security Before 70: SurveyThe choice not to wait for larger benefit payments is a deliberate one, the survey found.
August 03, 2023
10 Reasons to Claim Social Security at 70You know some of the arguments for patience. Here are more.