Updated Sunday, October 26, 2014 as of 5:39 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.

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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
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