Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
8 Reasons Retirement Has Gotten Harder for the Affluent: Michael Finke
By John ManganaroFinancial planning clients generally live longer than the average American, adding to the financial strain of retirement.
April 19, 2024
Do Fees, Commissions Drive Bad Social Security Guidance? — Advisors' AdviceA new award-winning paper suggesting that advisors give suboptimal claiming advice has planners talking.
April 18, 2024
Can This Annuity Ease Social Security Claiming Pressure?A Nassau Financial executive says the company's latest product supports the decision-making process.
April 15, 2024
Debate: Should the Government Force Mega-RMDs on Massive Retirement Accounts?A proposal in Biden's budget targets those who have saved at least $10 million in tax-preferred funds.
April 15, 2024
7 Things to Know About Social Security and TaxesThe interactions between Social Security and other income can cause unexpected tax results, Joe Elsasser says.
April 12, 2024
Here's What's Wrong With the 4% RuleFor investors who prefer a formulaic approach to retirement withdrawals, there's a better option.
April 11, 2024
Social Security Claiming: The Classic Case of DivorceAn ex-spouse can generally get 50% of the former partner's primary benefit, regardless of when it's claimed.
April 01, 2024
Social Security Claiming: The Case of Two Marriages, Two DivorcesMatters can get complicated when someone has multiple ex-spouses from unions that lasted more than 10 years.