Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
The Hidden Hazards of Taking a Social Security Lump Sum
By Marcia MantellA client's plan to work six months after full retirement age and then collect a big payment could have consequences.
November 23, 2021
Martha Shedden: Why Advisors Should Watch the Social Security 2100 BillMisinformation on the program abounds, the Social Security analyst says.
November 17, 2021
Marcia Mantell: Social Security, Medicare and What Advisors Need to KnowThe retirement expert discusses key statistics to watch and provides a glimpse into how she happily takes her work home.
November 16, 2021
The 4% Rule Is Dead: New Morningstar StudyHere's how much most retirees can spend safely and how advisors can create an individualized plan, according to new research.
November 01, 2021
Social Security Claiming and the Divorced Spouse, Part 2: RemarriageWhen it comes to claiming Social Security after remarriage, rumors and myths abound. Let's unpack some of them.
October 26, 2021
Why Social Security Claiming Comes First in Retirement PlanningSocial Security advice is highly sought after, and it affects planning elements like RMDs and sequence of withdrawals.
October 13, 2021
Social Security COLA Set at 5.9% for 2022It will be the largest cost-of living adjustment in 40 years.
October 11, 2021
Trendspotter: Demand for Guaranteed Retirement Income Is SurgingSteve Vernon, David Blanchett and Wade Pfau outline several ways advisors can help clients generate income for life.