Social Security claiming decisions are an important part of retirement income planning. While clients try to make the best decision, subsequent information or events may mean the initial decision is no longer the most desirable one. This article discusses three ways clients can modify that original decision.
Author: David G. Freitag, CLU, ChFC, CRPC, is a financial planning consultant with the advanced concepts design group of a large mutual life insurance company. He has been featured in Market Watch, CNBC, USA Today Money, and is a frequent contributor to the Street.com. He has served on the board of the Central Massachusetts Chapter of the Society of Financial Service Professionals (FSP) for 3 years.
Bruce Tannahill, JD, CPA/PFS, CLU, ChFC, AEP, is a director of advanced sales for a large mutual life insurance company. He is the author of three books on retirement plans, numerous articles on estate planning and retirement planning topics, and the former “Qualified Plans & Retirement Counseling” columnist for the Journal of Financial Service Professionals. He served on FSP’s national board of directors from 2007 to 2010.
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