[REPLAY] Understanding the Rules that Affect Retirement Benefits from Lafayette Life

Recorded 03/24/22

Join Advanced Markets for an in-depth discussion of social security retirement benefit rules in the upcoming webinar. With 92% of retirees relying on social security benefits for their retirement income according to the Employee Benefit Research Institute, it’s imperative for clients to understand how to maximize their potential benefits, particularly for married couples, while finding ways to fill any gaps in income social security benefit shortfalls may leave. We’ll review some of the pitfalls to avoid as well as discuss strategies your clients may want to consider to maximize their social security benefits while minimizing taxation. These strategies create opportunities for financial professionals that may save the client money and help achieve their retirement income goals – a potential win, win!