Sentences with phrase «kobayashi claimed his strategy»

The difference between your best and worst claiming strategies can add up to $ 300,000 over a lifetime, he says.

Carson suggests working with an advisor who can use software to run Social Security projections and help assess the best claiming strategies within the larger context of your financial picture, goals and objectives.

Meyer's company also provides quarterly training to its licensees, which covers basics, advanced claiming strategies and practice development.

[And] be sure to use a detailed enough tool and pay special attention to coordinating claiming strategies with withdrawal strategies.»

A new entrant into the advisor Social Security education sphere is the Corporation for Social Security Claiming Strategies, which provides in - depth training and offers an optional Certified in Social Security Claiming Strategies designation (CSSCS).

Marc Kiner, CPA, is co-creator of the National Social Security Advisors certification program, which provides financial professionals a foundational educational program in major Social Security topics, such as claiming strategies, coordination of spousal benefits and benefit calculations.

Retirees can also maximize their Social Security income through creative claiming strategies.

AARP, for example, offers a calculator that reveals how different claiming strategies might impact your benefit.

Social Security experts, online calculators and software products can help identify the claiming strategies that would yield the biggest benefit for you, factoring in life expectancy, tax brackets and marital status.

To make sure waiting is a good option, work through all the potential claiming strategies available to you (and your spouse), said certified financial planner Megan Olson, a wealth manager at Accredited Investors Wealth Management.

Married couples need to think about how their Social Security claiming strategy will affect [one another's] benefits and income in retirement.

Because of Congress» recent budget deal, two popular claiming strategies are coming to an end.

Steve will talk about savvy claiming strategies and the questions you need to ask to make sure you've got your «ducks in a row» so you're tapping into the greatest retirement payout you're eligible to receive.

Annuity experts say that Americans in retirement need the protection and income that annuities afford partly because of fast - disappearing private pensions and the planned elimination next year of some Social Security claiming strategies that can be used to boost retirees» monthly checks.

A change in the rules in late 2015 closed the door on the popular claiming strategy for couples that allowed one spouse to file and suspend his or her benefit while the other spouse files a restricted application for a spousal benefit based on the first spouse's earnings record.

Steve will talk about savvy claiming strategies and the questions you need to ask to make sure you've got your «ducks in a row.»

More from Retire Well: An account that can keep your retirement savings healthy Retirement savings moves that cut tax bills Married couples should rethink their Social Security claiming strategy

The need for deeper advisor awareness and understanding of the broader role Social Security claiming strategies can play in creating a secure retirement was becoming abundantly clear and it was at that point I realized a firm dedicated solely to the education of financial professionals made sense.»

In an attempt to mainstream message the power of alternative Social Security claiming strategies, many people in the financial services community have sought to simplify and compartmentalize the various complexities of the Social Security retirement system.

The chart below highlights the benefits associated with each level of membership beginning with our Gold Membership which includes receipt of one copy of our Comprehensive Guide to Social Security Retirement Benefits and Social Security Claiming Strategies, online course, unlimited access to our team of experts, and a tool kit that includes a variety of condensed Social Security facts and graphics, and our Platinum Membership which includes all of the components of the Gold program as well access to our certification examination and designation upon successful completion of the same, as well as a free listing in our «Find a Strategist» search query designed to be used by the general public to locate our Platinum members.

Found buried on the 150th page of the 214 page, $ 3.9 trillion budget, was this key sentence: «In addition, the budget proposes to eliminate aggressive Social Security - claiming strategies, which allow upper - income beneficiaries to manipulate the timing of collection of Social Security benefits in order to maximize delayed retirement credits.»

The only comprehensive retirement training organization in the financial services industry focused exclusively on educating professionals on the nuances of Social Security retirement planning, the organization creates and provides a training course on Social Security retirement benefits and claiming strategies and provides advisors with the opportunity, for those inclined to do so, to sit for a comprehensive exam that if completed successfully will provide them with the Certified in Social Security Claiming Strategies designation.

When you subscribe to Social Security Timing ® software, you get industry - leading software that identifies the best claiming strategies and an entire support team to help you answer Social Security and software questions.

By utilizing various Social Security claiming strategies, sophisticated retirement income advisors, like those that have completed her course, are able to use this knowledge to mitigate the long - term risk their clients face of running out of money in retirement.

Long before she embarked upon the journey that is now the Corporation for Social Security Claiming Strategies, Cheryl was an avid researcher and writer as Managing Editor of the Law Review and clerk in the appellate screening division of the Rhode Island Supreme Court where she had several successes.....

Specific claims of a specialty or expertise in Social Security Claiming Strategies and «comprehensive» retirement income planning should be supported independently by other means including professional work experience, tenure and / or specific job duties and job title granted by an employer.

«CSSCS» (Certified in Social Security Claiming Strategies), John holds the CSSCS (Certified in Social Security Claiming Strategies (CSSCS) designation.

The Corporation for Social Security Claiming Strategies is the creator and provider of the training course for the Certified in Social Security Claiming Strategies designation (CSSCS).

CSSCS (or separately «Certified in Social Security Claiming Strategies») is not a job title but a professional designation.

The Corporation for Social Security Claiming Strategies focuses exclusively on educating advisors, whether financial, legal, human resource or otherwise, as to the nuances of Social Security and Social Security claiming strategies.

In March 2014, President Obama presented his 2015 budget proposal — which in its small print targeted what an article in Investment News called «one of the best retirement income planning tools on advisors» shelves: Social Security claiming strategies.»

In 2013, the Corporation for Social Security Claiming Strategies was formed and one year later, A Comprehensive Guide to Social Security Retirement Benefits and Social Security Claiming Strategies was launched endeavoring to provide advisors with the knowledge necessary to advise clients on the intricacies of the Social Security system and teach them to utilize that information as the foundation for retirement income plans sustainable throughout their client's lifetime and beyond.

If after you opt - in, you change your mind, you may withdraw your consent for us to contact you, for the continued collection, use or disclosure of your information, at anytime, by contacting us at [email protected] or mailing us at: Corporation for Social Security Claiming Strategies 74 Taunton Street Plainville MA USA 02762

Dear Liz: Thanks for your column about Social Security claiming strategies.

I challenged the company about its failure to abide by marketing standards adopted by the World Health Assembly and about it health claims strategy which tells mothers...

Hear from child nutrition professionals who are operating the program as they discuss menu ideas, equipment suggestions, counting and claiming strategies, and new school nutrition technology.

The health - claim strategy evolved into «low - tar» claims that became the subject of a Supreme Court case in October 2008.

How healthy you are can affect your ability to save for retirement, how soon you retire, and your Social Security claiming strategy.

The Budget Reconciliation Act brought huge changes to Social Security claiming strategies this...

The availability of income from other sources, such as savings, pensions, mutual funds, or annuities, can affect someone's claiming strategy, too.

But they try to put this timeframe, it's like, all right, well here, if you're close to claiming, or if you've already claimed the strategies, you're locked in.

For example, financial planner and Texas Tech associate professor John Salter demonstrated how different claiming strategies, such as filing and suspending and filing a restricted application, that can significantly boost the amount of inflation - adjusted Social Security payments over a lifetime and how a reverse mortgage might be used as a back - up line of credit that can be drawn on during prolonged market downturns to reduce the chance of running out of money.

Married couples have even more opportunities for increasing the amount they'll collect over their joint lifetime by engaging in various claiming strategies, such as the older spouse filing and suspending his or her benefit at full retirement age so the younger spouse can collect spousal benefits while the older spouse's benefit continues to grow.

In any event, these changes merit a closer look at Social Security claiming strategies for many couples.

By postponing when you start collecting benefits — or, in the case of married couples, employing one or more «claiming strategies» — you may be able to boost your lifetime Social Security benefit by tens, if not hundreds, of thousands of dollars.

Consider using Social Security claiming strategy software to evaluate your options, but make sure it's been updated to reflect the recent changes.

Consult with your financial professional to learn how different Social Security claiming strategies could impact your retirement plan and figure out the optimal time to start collecting benefits.

If you're married, you and your spouse may be able to ramp up your potential lifetime benefit even more than individuals can by adopting any of a number of claiming strategies.

RDR's Retirement Toolbox has two tools that can help you evaluate different claiming strategies.

And we were going through Social Security, and some claiming strategies when it comes to Social Security, and we talked about — for those of you listen to the show you probably know the two big things that you should understand before you claim your Social Security benefit: one is the spousal benefit, and one is the survivor benefit.