Subscribe

Social Security claiming strategy triage

It's time to figure out if you can still take advantage of valuable claiming strategies before the door shuts forever.

The outrage is palpable. Investors who were counting on exercising a coordinated claiming strategy to maximize their Social Security benefits and secure their retirement were shocked to learn that most of those options have been virtually eliminated by a stealth act of Congress.

It's not just that

Subscribe or log in to read the rest of this content.

Related Topics:

Learn more about reprints and licensing for this article.

Recent Articles by Author

Social Security in 2024 and beyond

Benefits will be higher next year, but long-term financial concerns persist.

Social Security do-overs and lump sums 

People who claimed Social Security early and now regret it have two opportunities to reverse that decision.

Social Security rules on kids’ benefits

Caregiving parents may receive benefits regardless of their age.

Social Security’s crucial role shadowed by new doubts

Crisis of confidence in the program is prompting many to claim benefits early.

Getting Medicare premiums refunded after death

Survivors can apply for a refund of the deceased person's unused premiums.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print