Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
10 Years On, Social Security’s Deemed Filing Rules Still Confuse
By John ManganaroNuanced questions about the claiming strategy keep tripping people up, especially in cases of divorce.
March 27, 2025
Social Security Partly Reverses New Phone Service LimitsAn in-person ID verification requirement won’t apply to disability insurance, Medicare and SSI applications.
March 26, 2025
Living Past 90: How to Play the Long Game on Retirement, Tax PlanningSolid strategies for Social Security claiming, retirement account withdrawals and tax minimization are crucial for these clients.
March 20, 2025
How to Avoid a Huge Tax Surprise When Clients Lose a SpouseWhen a client is widowed, taxes often go up as income goes down, retirement advisor John Iammarino says.
March 03, 2025
Talk to Your Female Clients Now About Social SecurityThe majority of beneficiaries are women, and recent changes give advisors a good reason to reach out.
February 27, 2025
Are Social Security’s Benefit Statements Useless for Accurate Planning?The simplified forms, released in 2021, are proving to have some serious shortcomings.
February 26, 2025
Yes, Canadians Can Participate in Social SecurityAdvisors who serve cross-border clients should know about the retirement income insurance program's rules and restrictions.
February 24, 2025
Social Security Claiming: The Case of Medicare and the Non-Working SpouseSpouses without an earnings record must wait for their working spouse to file, but Medicare is another matter.