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18 Social Security Surprises Facing Advisors, Clients
I’ve been writing a weekly Q&A column for the last year, and the no. 1 issue I am asked about is claiming Social Security. It is no. 1 by such a wide margin that I can’t even guess what topic is in the runner up slot. “When should my spouse and I take Social Security?” The answer is usually some version of “if this, then that, unless this or that.” The rules and exceptions and exceptions to exceptions are worse than what I remember of chemistry. Read more…
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