Optimizing Social Security Income Payments

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61 reviews

 
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8.9
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Very helpful

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6.0
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There were a lot of stats. I thought he was going to focus on more cases of optimizing benefits. Also, he was incorrect when he said that you permanently lose the benefits you lose due to the earnings limitation. In fact, at FRA, Social Security recalculates your benefits to include those withheld due to earnings limitation.

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Drew very personable and professional

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8.0
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Most of this material was basic info that most advisors should typically have knowledge of. Case studies can be most helpful

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Very Insightful.

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