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This article originally appeared in the October 2013 issue of the AAII Journal. There are many complex rules governing Social Security benefits. However, four key points can help you make an informed decision about when to claim benefits. To simplify the discussion, several assumptions...

My January AAII Journal article on the changes to Social Security claiming strategies advised treating April 29, 2016 as the deadline for using the file-and-suspend strategy. At the time of publication, the Social Security Administration (SSA) had not officially announced a deadline....

For many Americans, Social Security is, or will be, a significant portion of their retirement income. However, a recent Motley Fool article cautions against thinking it’s as simple as claiming your benefits and then receiving a monthly check. Five of the Motley Fool’s...

InvestmentNews reported that a budget agreement by congressional leaders and the White House would end popular Social Security claiming strategies. Once it becomes law, it could cut off payments for beneficiaries, according to those familiar with the deal. According to the article,...