Shoring up Clients’ Social Security Knowledge (Financial Advisors)

Reporter: David LaMartina

Publication: ThinkAdvisor


Deadline: Jun 14, 2017 1:00 pm

This story will be featured in a new, retirement-focused section of Nationwide’s ThinkAdvisor website. The new section will be similar in content to the previously featured Retirement Wire: This second round of stories for August and September will focus on Social Security. In this two-part feature series, I’d like to cover the most common (and most important) gaps in clients’ Social Security knowledge. What do most people fail to understand about Social Security? What information, if more widely known, would help clients make better decisions about filing for Social Security and planning their retirement income strategies? Filing age, benefits calculations, COLA, etc. – what do people need to know? This piece will be a broad overview of the most important Social Security topics advisors should discuss with their clients. Most advisors don’t discuss Social Security in-depth, and this article will serve as a resource to those that want to start making Social Security a bigger part of their advisories. Requirements: I’d like to speak with several advisors who are well-versed in Social Security, and who have long made Social Security a major part of their practice.

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