Social Security

Help clients filter out the noise around potential changes to the system.

For starters, the full retirement age will increase for those born in 1955.

Clients can withdraw claims and re-apply at a future date, with some restrictions.

It's misguided to treat Social Security as bonds since clients can't sell a portion of their Social Security when they need to raise funds.

Studies have found that as many as 25% of records contain errors that can reduce benefits.

If they file for Social Security, they should expect 26% less than they would get if they wait until their full retirement age.

Although some income is withheld, benefits can be higher down the road.

Although some income is withheld, benefits can be higher down the road.