Social Security claiming strategy is a cornerstone of retirement income planning.
The advantage of deferring Social Security retirement benefits beyond full retirement age can be significant when a client is expected to live beyond his or her actuarial expected lifespan. But is it advantageous to defer Social Security benefits even if a client dies before his or her actuarial life expectancy? We will explore the various options clients face in choosing a Social Security claim strategy and optimizing it to fit into a retirement investment portfolio, including:
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