Sentences with phrase «claiming strategies»

Since I am divorced my social security claiming strategy is simple.....

It's advisable to work with a financial planner to determine the best claiming strategy for your situation.

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.

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

Learn about social security claiming strategies, and build them into your retirement cash flow projection.

At EP Wealth Advisors, we help create a social security claiming strategy based on your assets, income streams, marital status, and financial goals.

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.

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

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» so you're tapping into the greatest retirement payout you're eligible to receive.

The CSSCS live training class is a one and one - half day program that provides students with a deep foundational knowledge of Social Security retirement benefits and Social Security claiming strategies in a hands - on, interactive program.

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...

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 in 120 countries that its baby milk will «protect» their babies.

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.

While the notion of Social Security benefits seems straightforward at first glance, the program is governed by thousands of regulations, resulting in hundreds — some say thousands — of possible claiming strategies for individuals and couples.

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

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.

For married couples, a Social Security claiming strategy known as «file and suspend» may be one of them.

And any Social Security claiming strategies where full benefits do not commence until post-retirement require their own distinct asset pool to provide an income «bridge» until benefits are claimed (see my June 2015 Journal column «Bridges to Social Security» for more on that).

Futureproof claims the strategy moved SMA from 3rd place to 2nd place in the market.

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

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.

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

Our senior attorneys have decades of experience in New York State workers» compensation and SSD matters, and we use a comprehensive claim strategy designed to maximize all our clients» financial recoveries.

Unsurprisingly, Kobayashi claimed his strategy for selling the prized cryptocurrency was comprised of little more than trying to get «as high a price as possible.»

In morning tweets and later at the White House, Trump claimed the strategy of arming teachers would be far less costly than hiring guards.

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.

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.»

If you're married, you may be able to boost the amount you and your spouse receive during your lives even more than singles by taking advantage of a variety of claiming strategies for couples.

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

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.

Financial Planning The Changes to Social Security Claiming Strategies Couples will no longer be able to use file and suspend and restricted applications, increasing the importance of considering each spouse's longevity.

Kissmetrics, a successful SaaS business, claims this strategy is by far the most important.

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).

Meyer and his business partner, William Reichenstein, are known for their extensive research and writings on Social Security claiming strategies.

That decision may have been based on one paragraph of the 2015 federal budget proposal, which said the budget aimed 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.»

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

Social Security — claiming strategies can be complex and have recently changed with the Bipartisan Budget Act of 2015.