Andrew Salata of the Social Security Administration describes how the do-over, voluntary suspension, and pick-and-choose strategies can help retirees maximize their lifetime benefits.
Retirement expert Mark Miller urges pre-retirees to be mindful of how age, Medicare, and spousal strategies all interplay with Social Security benefits.
'Restricted application' and 'file and suspend' are two techniques spouses can employ to ensure they get the most out of their Social Security benefits, says Michael Kitces of Pinnacle Advisory Group.
Client events are essential for maintaining a strong book of business. Financial planners offered several pieces of specific advice for advisors interested in holding great events.