Updated Sunday, July 5, 2015 as of 12:26 AM ET

Tell Clients to Delay Social Security Benefits

I routinely talk to people who filed for Social Security benefits at 62, the earliest possible age. They either didnít understand the value of delaying filing or felt they had no choice because they needed the money. Financial planners are in a good position to help clients understand the importance of delaying.

Get access to this article and thousands more...

All On Wall Street articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

Comments (1)
Our practice spotlights the survivor aspect and why delaying for the longest living member is so critical. We do emphasize the "File and Suspend" strategies and are amazed at the lack of knowledge regarding divorced benefits and the impact of re-marriage before age 60 for Disability eligible participants.

Great article on a timely topic as Baby Boomers begin to impact the Trust Fund
Posted by Guy M | Wednesday, February 19 2014 at 1:11PM ET
Add Your Comments:
Not Registered?
You must be registered to post a comment. Click here to register.
Already registered? Log in here
Please note you must now log in with your email address and password.

Already a subscriber? Log in here