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Think Claiming Social Security at 70 Is Always Best? Think Again.

Why are many clients hesitant to follow the often-heard advice to “Wait until 70 to claim Social Security”? This webinar features new research and a panel discussion on why clients’ intuitions may be well-founded and how the crucial decision on when to claim Social Security changes client experiences in retirement. This session will explore: • Why earlier claiming can be rational, not reckless • How shorter life expectancy, sequence of returns risk, and potential benefit cuts change the math • What real client outcomes look like when the “delay until 70” advice is re-examined • How to use software tools to visualize and communicate nuanced Social Security strategies Don’t miss this opportunity to gain insights that will improve your conversations with clients and elevate your retirement planning approach. Speakers: Justin Fitzpatrick, PhD, CFA, CFP®, President of Income Lab Michael Kothakota, PhD, Wolfbridge Wealth, Columbia University, and New York University Derek Tharp, PhD, CFP®, CLU®, RICP®, Conscious Capital, the University of Southern Maine, and Kitces.com