For many Americans, Social Security will make up a significant portion of income in retirement, yet few understand Social Security basics and claiming options.
As Social Security benefits represent about of 33% retirees’ income1, understanding Social Security basics and claiming maximization options may give you a competitive edge. In fact, Social Security planning is one of the top client concerns, even among those in upper income brackets.2
Use these tools to help your clients build a successful plan for Social Security retirement benefits.
- ^Social Security Administration 2017 Fact Sheet.
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- ^PLANSPONSOR (www.plansponsor.com) Article "Healthcare Costs, Social Security Concerns Near-Retirees"
This material is provided for general and educational purposes only, and is not intended to provide legal, tax or investment advice, or to avoid penalties that may be imposed under U.S. federal tax laws. Contact your attorney or other advisor regarding your specific legal, investment or tax situation.