Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
Why Late 2022 Is a Great Time for Roth IRA Conversions
By John ManganaroRoth conversions are a great opportunity, given current market dynamics and the threat of future taxes hikes.
October 25, 2022
Here's How Much Americans Think They'll Need for a Comfortable RetirementThe number rose 20% from 2021 as average retirement savings fell, according to Northwestern Mutual.
October 20, 2022
A Social Security Bridge Strategy Advisors OverlookOne expert says advisors and their clients may want to consider reverse mortgages as part of a bridge strategy.
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 13, 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.