Social Security

Social Security retirement benefits can be particularly complex, and clients really struggle with their decision on how to file.

With our Social Security planning software clients will be able to determine how to best approach their Social Security retirement benefits, and whether their benefits may tie in with other financial planning goals. Take a step ahead and be prepared.

This checklist covers the key issues to consider when a claimant must decide surrounding their Social Security retirement benefits, such as:

  • Determining whether they should file early or delay their benefits.
  • Understanding the claiming options they have at their disposal.
  • Coordinating their benefits with the spouse or ex-spouse.
  • Understanding how their benefits may impact other tax-planning goals.

View Check Sheet

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