Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
A Hard Look at Raising the Retirement Age
By Ginger SzalaThis change could bolster the Social Security system, but Marcia Mantell and other retirement experts caution that the reality is complicated.
March 01, 2022
Social Security Benefits Are Taxed? Ouch!New retirees often find themselves in a higher tax bracket than they expected.
February 15, 2022
Why Claiming Social Security at 64 or 67 Could Be a Big MistakeAt these ages, waiting just one more year provides a significant jump in benefits.
January 29, 2022
How a 401(k) 'Bridge' Lets Annuity Haters Delay Social Security ClaimingResearchers looked at a way for 401(k) participants, hesitant to annuitize, to "buy a higher Social Security benefit."
January 28, 2022
A Financial Planning Checklist for Newly Single Clients Over 50After a divorce or the death of a spouse, here are some important topics to discuss with your client.
January 25, 2022
Social Security Recognizes Survivor Benefits for More Same-Sex CouplesSurviving partners who were in a committed relationship prior to same-sex marriage legalization can apply for benefits, including retroactive payments.
January 24, 2022
How to Show Couples the Hazards of Claiming Social Security EarlyClaiming benefits at 62 is usually a mistake, even if one spouse waits till 70, retirement experts say.
January 11, 2022
Pandemic Spending Slowdown Eased Financial Stress: SurveyJohn Hancock's latest survey on stress and finances found the pandemic actually led to some good short-term behavior.