Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
March 19, 2021
Alicia Munnell: Biden's Social Security Tax Hike Plan Falls ShortRaising payroll taxes on the highest earners isn't enough to fill the Social Security funding gap, the retirement scholar tells ThinkAdvisor.
March 18, 2021
There's a New Social Security Certification in TownThe RSSA designation trains advisors on in-depth Social Security planning, including the use of software.
February 21, 2021
How to Help Clients Maximize Social Security BenefitsClaiming early can be tempting for retirees, who are worried about the solvency of Social Security.
January 12, 2021
Social Security COLA: What's Working, What's NotThe way Social Security COLAs are calculated is a source of debate, but the benefits of inflation protection are not.
December 22, 2020
5 Ways to Prep Gig-Worker Clients for Retirement: Morningstar's BenzThe number of independent contractors is up 15% in last decade. Here's how to help these workers plan for the future.
December 22, 2020
Social Security Benefits for Expats: 10 Questions AnsweredAmericans living or working abroad, and their advisors, should read up on totalization agreements and other issues impacting their payments.
December 10, 2020
Could Bill Ackman's 'Birthright' Plan Make Every Retiree a Millionaire?The hedge fund manager proposed funding retirement by giving every American money at birth. Not so fast, retirement experts say.
December 07, 2020
Social Security in 2021: States With the Biggest, Smallest ChecksWhat will the impact of next year's cost-of-living adjustment of 1.3% look like by state? Here are 10 states and their expected averages.
June 06, 2013
Sarah Murnaghan lung transplant case: Sebelius ordered to make an exceptionThe judge's ruling comes amid claims by the childs mother that Obama and Sebelius are choosing to let children die.
May 01, 2013
When advisors churn, clients get burnedDespite compliance departments diligent efforts, advisors continue to succumb to the allure of product churning. Why?