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Social Security optimizations can help your clients realize up to $100,000 (or more) of benefits that they did not realize they had access to, simply by withholding and delaying benefits strategically to fully maximize Social Security income potential.
You can use Social Security Timing to demonstrate the impact benefit cuts could have on your clients' retirement income plans, and recommend strategies on when is the best time to claim.
The Social Security Administration will adjust at full retirement age to account for the number of months that are withheld, however, they will not repay widow(er) benefits that are withheld due to the earnings test.
If your clients can put off claiming benefits until their full retirement age (FRA), benefit amounts will increase each month the election is delayed, up to age 70. Additionally, if you file after your FRA, you will earn delayed retirement credits to your benefit - an extra 8% per year until age 70.
There are many different strategies to maximize your clients' Social Security benefit income. The best strategy is often not the first suggested, or the earliest you can claim, but one that takes other assets into consideration. Social Security Timing can illustrate and compare different strategies to determine the best fit.
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