its third edition. With updates in rules, new disability strategies, and strategies for those who are facing a terminal illness, the authors have again delivered invaluable tools for crafting Social Security retirement benefit claiming strategies. Social Security benefits are the largest retirement asset for the majority of Americans. Yet most decide when to begin benefits without advice. A smart strategy for claiming benefits can make a material difference in the standard of living in retirement. Written primarily for financial professionals, this book is a primer for enhancing lifetime income and minimizing the risk of running out of savings in retirement. The book further serves to cut through the maze of rules governing Social Security and will equip you with the information and heuristics you need to offer quality advice about Social Security to your clients approaching retirement.

Hide more