Our Publications

Mastering the Social Security Timing Game

by Michael Finke

This cover story features Andrea Eaton, CFP® discussing Social Security claiming strategies that can generate tens of thousands of additional income dollars for retirees, plus tax planning tips to potentially save thousands more. It also describes how a Social Security “bridge portfolio” fits into these claiming strategies, along with the advantages of integrating it with Roth IRA conversions before claiming Social Security.