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Prudential Research & Perspectives Our original research and thought leadership provide vital insights into important issues for our clients, financial professionals, policymakers, and the general public.

Innovative Strategies to Help Maximize Social Security Benefits – Updated 2016 Edition

Watch a video that highlights claiming strategies.

Developing a Social Security claiming strategy is an important component to helping enhance retirement security. This updated 2016 edition incorporates changes made to certain claiming strategies as a result of the Bipartisan Budget Act of 2015. In addition, it highlights ways in which withdrawals from retirement savings vehicles, such as 401(k) plans and IRAs, can be integrated with a Social Security claiming strategy to maximize retirement income.

Download Innovative Strategies to Help Maximize Social Security Benefits – Updated 2016 Edition to find out more.