Social Security
When Should Your Clients Start Social Security Retirement Income Planning? (Psst: Right Now!)
Social Security retirement income planning is vital for retired clients or clients nearing retirement, serving as a supplemental source of income that can provide numerous benefits. Whether your clients file as individuals or jointly, claiming Social Security benefits can be a complicated process, possibly significantly impacting their retirement income plan. Here’s where you play an essential role: helping your clients understand different scenarios and claiming strategies they may not know about.
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