Social Security planning is important for any wealth management client in or near retirement. But for married couples, the decision-making process around such plans can be complicated by a number of factors. Early planning is key to maximizing your clients’ benefits and helping them optimize their retirement saving strategies across their accounts.
For married couples, the right approach to Social Security planning isn’t always obvious or intuitive, and the best long-term decision may actually run counter to what your clients assume is the best method.
Use this checklist to determine which strategy is right for your married clients.
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