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How to help clients make the right Social Security election

As the wave of Baby Boomer retirements continues, it is more important than ever for CPAs to understand how to help clients be in the best position to maximize Social Security benefits. Mastering the intricacies of the rules is no easy task, especially for accountants who don’t concentrate full time on financial planning. Fortunately, a CPA does not have to be a Social Security expert to raise the topic with clients or answer basic questions. To help CPAs get started, this article presents a primer on what to consider when making the Social Security election...Read More

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