Social Security Report

SOCIAL SECURITY OPTIMIZATION 101: Getting It Right

Baby Boomers are finally getting forced into learning about Social Security. The subject, and its planning, are not something your clients can rush into on a whim. This is where we need to address how to take action.Social Security Optimization sounds difficult because there are a lot of options; as a matter of fact there are over 817 possibilities from 57 basic variations.Each of the options, solutions and implementation steps will vary with the unique situation of age(s), benefit amounts and needed cash flow. Read more…

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