Tuesday, February 1, 2022
If you ever perused the Social Security website, you know there are a number of choices to make. Although SSA has a lot of info on its website, ever wish you could get some help? That's the subject of a recent article in the New York Times, To Get the Most From Social Security, Log On. "[T]he market for Social Security advice includes a variety of software tools that can analyze your circumstances and retirement income needs, and generate recommendations for getting the most out of benefits. A growing number of financial planners use software to advise clients on claiming, and some workplace retirement plans also offer such options." The article mentions some of the more complex decisions that need to be made by individual beneficiaries, review some fee for use tools as well as free tools. Check it out!
Thanks to Professor Naomi Cahn for sending me the link.