Optimizing Social Security Claims In Retirement Income Planning

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20 reviews with 4 stars

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(Updated: October 16, 2014)
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(Updated: October 16, 2014)
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(Updated: October 16, 2014)
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hard to hear-surveys very fast hard to answer in time frame

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(Updated: October 16, 2014)
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Interested to know anticipated cost or RIA version.

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(Updated: October 16, 2014)
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I believe this is the second (possibly third) webinar by Manish in the past few years on A4A, as I recall. The concept he presents is very interesting, which is that SS decisions cannot be made in a vacuum and instead must be integrated with other retirement income sources. This is a very technical approach to solving the mystery of when to take SS, and may be considered a bit of overkill except by the most wonk-ish advisor. That being said, it was a good presentation and flowed well.

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