We’ve been saying all week that clients should wait to collect benefits from Social Security. But there is actually an exception. And it has to do with the relationship between Social Security and Medicare. Or, specifically, one part of Medicare. It’s just one more aspect of the Social Security program you need to know in order to serve clients.

This labyrinth of rules is one reason that Bank Investment Consultant has been offering tips and videos over the past week on the sprawling federal program. Specifically, we’ve been focusing on how to manage your clients’ benefits.

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