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Learning Center

Reframing the Social Security Claiming Decision for Married Couples

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For married couples, correctly answering the question, "When should we begin to take our Social Security benefits?" is critical in planning for retirement because it's not just one life to consider, but two. Let's face it ... nobody wants to leave Social Security dollars on the table. It's enough to truly make one's head spin! Learn how to help your clients reframe the Social Security claiming decision.

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