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Claiming Social Security before age 70 might make sense with this strategy

Financial Planning Digest | Aug 22, 2016

Retirees may be able to address mortality and longevity risk by claiming Social Security benefits at age 66 and investing the money wisely, according to one firm's analysis. From a certain vantage point, this strategy can create more positive returns than waiting to claim benefits until age 70. PFP/PFS section members can access the Social Security Resource Center in Forefield Advisor, which includes dozens of ready-to-present client concept pieces and presentations on Social Security. Financial Advisor online (08/17)


Make sure clients caring for elderly family members know about these benefits

Financial Planning Digest | Aug 22, 2016

Retirement health care cost estimates hit record high

Financial Planning Digest | Aug 22, 2016

Setting up qualified personal residence trusts

Financial Planning Digest | Aug 22, 2016

CPE standards revised to include nano- and blended learning

Financial Planning Digest | Aug 22, 2016

Taking Social Security benefits may prevent new contributions to HSAs

Financial Planning Digest | Aug 22, 2016

How GRATs can aid planning before Section 2704 changes take effect

Financial Planning Digest | Aug 22, 2016

What to say when clients are in crisis

Financial Planning Digest | Aug 22, 2016

Bill would remove "victory tax" for Olympic athletes

Financial Planning Digest | Aug 22, 2016

Using HSAs to save for retirement

Financial Planning Digest | Aug 22, 2016


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Podcast: The State of Social Security

Financial Planning Digest | Aug 22, 2016

Podcast Series: Education Planning

Financial Planning Digest | Aug 22, 2016

Bob Veres Media Reviews: The Gravedigger's Dilemma

Financial Planning Digest | Aug 15, 2016

Don't Miss Your Member Benefit: Forefield Advisor

Financial Planning Digest | Aug 15, 2016

Podcast: How Private Decanting Can Benefit Your Clients

Financial Planning Digest | Aug 08, 2016




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Designed specifically for CPA personal financial planners and others interested in financial planning, Financial Planning Digest is a FREE monthly e-mail newsletter from the AICPA. It provides the most important and timely news stories to support personal financial planners. Learn more

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