Covisum President Joe Elsasser, CFP® recently contributed an article to WealthManagement.com explaining explaining the value of Social Security benefit planning. When lawmakers passed the Bipartisan Budget Act of 2015, predictions circulated that the practice of helping clients maximize their Social Security benefits would wither and possibly even die. But optimizing Social Security benefit withdraws is still a relevant way to add to the bottom line of your clients’ retirement strategy. Here's and excerpt:
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