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Social Security should NOT be a conversation in its own silo. There are many factors that need to be considered. It needs to be viewed holistically with a client's life expectancy, RoR of portfolios along with Tax and Cashflow Planning.
In this video, we discuss several factors:
* Life Expectancy and how it is changing for both men and women
* Social Security Decision Tree
* Maximizing Social Security benefits as a planning opportunity
* Expected Rates of Return of your portfolio and life expectancy
Note: we are not affiliated with JP Morgan Asset Management