Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
August 19, 2024
Social Security Claiming: The Case of a Couple's Many ChoicesIt's essential for spouses with large differences in age and earnings, for instance, to coordinate their claiming choices carefully.
August 05, 2024
Social Security Claiming: The Case of the Pension OffsetIn this case study, the wife must contend with two Social Security rules that hit some retirees with pensions.
July 16, 2024
Social Security Claiming: A Tale of Two Survivor BenefitsA woman is elegible for benefits from two deceased ex-spouses. How should she time her claims?
June 24, 2024
Two Social Security Claiming Case Studies, One ConclusionWhile it's not true in every situation, the math shows that many people should wait to collect benefits.
June 07, 2024
For Young Widows, the Best Social Security Claiming Choice Isn't Always What It SeemsThis client got benefit estimates from the Social Security Administration, but they don't tell the whole story.
June 06, 2024
8 Reasons Retirement Has Gotten Harder for the Affluent: Michael FinkeFinancial planning clients generally live longer than the average American, adding to the financial strain of retirement.
May 28, 2024
Social Security Claiming: The Case of the Widowed Late BoomerCarl's wife died with a substantial earnings history. When should he claim his benefits?
May 09, 2024
Social Security Claiming: The Case of the 11-Year Age GapIn this couple, the wife is not only much younger but expected to live longer. How can they optimize their benefits?
April 19, 2024
Do Fees, Commissions Drive Bad Social Security Guidance? — Advisors' AdviceA new award-winning paper suggesting that advisors give suboptimal claiming advice has planners talking.
April 18, 2024
Can This Annuity Ease Social Security Claiming Pressure?A Nassau Financial executive says the company's latest product supports the decision-making process.