That doesn’t mean advisors are getting everything right about Social Security and its complex rules. I asked Martha Shedden, president of the National Association of Registered Social Security Analysts (NARSSA), which has trained more than 3,000 advisors on how to work with clients on Social Security decisions, what errors advisors often make when guiding their clients on Social Security decisions are. Here are the five most common advisor errors and misunderstandings that she has observed.
Published by Pamela Kweller, RSSA®
Pamela Kweller is the Content & Community Manager at RSSA. She is also certified as a Registered Social Security Analyst®. The mission of RSSA is to help Americans get the maximum Social Security income they have earned, enabling them to enjoy their lives more fully. Contact Pamela: pkweller@rssa.com View more posts