When it comes to laying out a comprehensive retirement income planning strategy, determining when a client should begin claiming social security is a key consideration.
Our complimentary guide highlights five different calculators and software planning options and weighs the pros and cons of each—to equip you with the information you need to help your clients make the best decisions about their social security benefits. We break down each of the resources available to help you become a social security specialist, including:
- Where to access the tools
- How to use them
- Specific features of each option