Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
Just 11% of Near-Retirees Plan to Delay Social Security Benefits Until 70
By Michael S. FischerIn a survey, they cited a number of reasons for wanting to claim earlier.
August 26, 2022
COVID-19 Didn't Change Older Americans' Retirement Expectations: StudyDespite the pandemic's financial impact, most respondents didn't delay their anticipated retirement or Social Security claiming age.
August 12, 2022
5 Ways to Calm Your Clients' Social Security FearsOne way to ease income planning conversations is to clear up confusion about public benefits.
August 03, 2022
Inflation Is Women's Biggest Financial Worry: SurveyEven among the highest earners, only 44% said they knew how to address inflation risk in their portfolios.
July 29, 2022
8 Things Your Clients Might Not Know About Social SecurityWith 2,278 guidelines in the Social Security Handbook, it's no surprise clients need your advice.
July 26, 2022
8 Retirement Planning Points for Couples With a Large Age GapA sound plan should ensure that the couple's combined retirement assets cover an extended combined life expectancy.
July 13, 2022
6 Investing Ideas to Hedge Against InflationChristine Benz and David Blanchett talk through the upsides and downsides of some popular inflation-fighting options.
June 30, 2022
Avoiding Nasty Surprises in Roth IRA Conversions: A Case StudyUnderstanding how MAGI, Medicare and Social Security come together could save this client from a costly mistake.