Advising couples on the when, how of collecting Social Security benefits

01/13/2009 | Journal of Accountancy

CPA financial planners need to take into account the needs of both individuals when advising couples about when to begin collecting Social Security benefits. Choosing which spouse's benefits to collect and when can create additional strategic opportunities for financial security. Financial planners are advised to educate clients about the full range of Social Security benefits considerations to help them get the most out of their retirement.

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