Savvy Social Security Planning for
Boomers: What Agents Need to Know to Optimize Clients’ Retirement.
• How to maximize benefits so
clients get the most money for their needs. This is where agents can truly
set themselves apart—by advising clients on how to optimize the
inflation-adjusted, lifetime-guaranteed income that Social Security provides…
• How spousal benefits interconnect
and affect decisions concerning the timing of when benefits should be taken…
• How the often-overlooked cost-of-living adjustments (COLAs) will compound the growth of your clients’ monthly benefits and help improve the accuracy of your retirement income projections…
• Why extending one’s retirement date can help under-saved clients build their retirement nest egg quickly…
• Why taking early retirement may actually be the best approach for well-off clients with the right investment risk profile…
• The impact of working while receiving benefits…
• How to know when Social Security benefits are taxable…
• The outlook for the Social Security Trust Fund and the solvency of the system…
• How the often-overlooked cost-of-living adjustments (COLAs) will compound the growth of your clients’ monthly benefits and help improve the accuracy of your retirement income projections…
• Why extending one’s retirement date can help under-saved clients build their retirement nest egg quickly…
• Why taking early retirement may actually be the best approach for well-off clients with the right investment risk profile…
• The impact of working while receiving benefits…
• How to know when Social Security benefits are taxable…
• The outlook for the Social Security Trust Fund and the solvency of the system…
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