Retirement / Decumulation, General, Life Events

What Issues Should I Consider With My Social Security Retirement Benefits?

Updated 12/1/2023

Social Security retirement benefits can be particularly complex, and clients really struggle with their decision on how to file.

With your guidance, clients will be able to determine how to best approach their Social Security retirement benefits, and whether their benefits may tie in with other financial planning goals. Get a step ahead, and be prepared to provide thoughtful answers to your client’s many questions.

This checklist covers the key issues to consider when a client must make a decision surrounding their Social Security retirement benefits, such as:

  • Determining whether they should file early or delay their benefits.
  • Understanding the claiming options they have at their disposal.
  • Coordinating their benefits with the spouse or ex-spouse.
  • Understanding how their benefits may impact other tax-planning goals.
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