Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
Secure Act 2.0: What Retirement Experts Think of 4 Key Provisions
By Ginger Szala | Melanie WaddellHere's what 401(k) pioneer Ted Benna and others had to say about some major parts of the proposal.
May 18, 2021
How Differently Retirees, Pre-Retirees See the FutureSince 2002, Gallup polls have found that about 77% of retirees think they have enough money to live comfortably after they stop working vs. roughly 49% of those not yet retired.
May 18, 2021
Today's Top 3 Retirement Decisions: BenzAdvisors should help their clients review these key questions and then decide what answers make most sense, Morningstar's personal finance expert says.
May 06, 2021
Wade Pfau Makes Case for Raising Top Social Security Claiming Age to 72Letting retirees further delay claiming, while allowing benefits to rise, would be more helpful than delaying RMDs, he tells ThinkAdvisor.
April 30, 2021
Can You Spot the Social Security Claiming Mistakes? Part 1Claiming spousal benefits under Social Security can be complicated. Here's a case study.
April 02, 2021
5 Rules for Claiming Social Security Benefits After DivorceYes, divorced spouses (typically women) can claim spousal benefits if they meet the criteria. Here's what advisors should know.
April 01, 2021
How to Minimize Taxes When Social Security, RMDs Kick InManaging the sequence and amounts of withdrawals from different types of accounts is crucial for retirees and their advisors.
March 29, 2021
Social Security Early-Claiming Penalties: Are They Fair?Amid the pandemic, two professors debate reducing cuts in Social Security benefits for those who claim before full retirement age.