Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
The Social Security Fairness Act Is Law. Here's What Advisors Should Do Now.
By Marcia MantellShare the good news, but warn affected clients that benefit increases or back-payment checks won't come immediately.
December 31, 2024
Biden Likely to Sign Social Security Fairness Act on Jan. 6Both Biden and Trump support the bill, the National Fraternal Order of Police says.
December 30, 2024
Social Security Fairness Act Could Cause New ProblemsExperts agree that the WEP needs to go, but more reforms are needed to truly make benefits fair.
December 16, 2024
How Retirement Age and Social Security Claiming Age Are RelatedThe claiming decision is strongly tied to the age at which someone retires, especially for younger retirement ages.
December 03, 2024
The 7 Biggest Retirement Regrets (and How to Avoid Them)Many retirees think they could have saveed and planned more effectively, Transamerica finds.
October 02, 2024
Clients Waiting Until 70 to Claim Social Security? 3 Bits of Friendly AdviceAs clients get ready to claim benefits, there are some hidden dots to connect.
September 16, 2024
Social Security Claiming: The Case Where Timing Doesn't Matter MuchProjected lifetime benefits can have relatively small differences even when a surviving spouse delays until age 70.
August 27, 2024
Social Security Claiming: The Case of the High-Earning CoupleWhile each working spouse may have their own sizable benefit, their claiming decisions should be carefully coordinated.