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The Best Time to Claim Social Security? It Depends

Delaying Social Security benefits until age 70 offers the best return for retirees, but there are instances when it's helpful to claim as early as possible.

Christine Benz: Hi, I'm Christine Benz for Morningstar. Deciding when to claim Social Security benefits is a hugely complicated process, and it's compounded when you're trying to plan for two spouses. Joining me to share some recent research into this area is David Blanchett. He is head of retirement research for Morningstar Investment Management.

David, thank you so much for being here.