Why Social Security planning is the new requirement for retirement advisors
If you need a reminder of Social Security’s importance in retirement income planning, just recall the reaction when the Bipartisan Budget Act of 2015 modified several claiming strategies last fall. It was a field day for the media: Consumer finance and financial advisor publications ran multiple articles on the changes and their potential impact.
McCarthy, Ed, "Why Social Security planning is the new requirement for retirement advisors" (2016). In the News. 1079.