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Updated for 12/1/2023
Claiming Social Security benefits can be one of the more complicated topics that you will address with a client. There are a multitude of rules that can have a significant and lasting impact on your client’s future income stream and overall financial picture.
To help make this analysis easier, we have created the “Will My Social Security Benefits Be Reduced?” flowchart. It is based on the Social Security Administration’s guide, “Retirement Benefits,” and addresses common issues including: