Our daily roundup of retirement news your clients may be thinking about.

The key to making better Social Security decisions Clients need to understand Social Security rules so they can make the right decisions when developing a claiming strategy for their retirement benefits, according to this article on CBS Moneywatch. The age and earnings record are among the major considerations to make when deciding at what age clients need to start claiming their benefits to maximize the value. Also married clients need to know the best strategy to claim benefits on their spouse's records. -- CBS Moneywatch

Register or login for access to this item and much more

All Bank Investment Consultant content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access