“Social Security claiming gets less attention than it deserves in planning for wealthy clients,” said Ray R. Harris, founder of Social Security Claiming Experts in Chicago and a Registered Social Security Analyst. “It’s not because advisors or clients don’t care, but because claiming sits in an awkward place. It’s not AUM. It’s technical. It’s full of exceptions, and many clients assume it’s simple until they’re in it.”
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