Maximize Social Security Income
One of your baby boomer clients' top concerns is outliving their retirement savings.
The decision about when to collect Social Security retirement benefits is a key
factor in creating a successful retirement strategy.
Help Your Clients Make the Right Decision - Customize Strategies With Our Patent-Pending Tool
Run at least two longevity assumptions for each report — one where the couple lives for a significant number of years, the other showing short retirements.
Many companies offer calculators that help individuals determine the optimal age for collecting maximum lifetime Social Security benefits. Married clients, however, also need to consider spousal and survivor benefits.
Use BlackRock's patent-pending Social Security Benefits Estimator for your married clients to illustrate various collection options and their impact on combined lifetime benefit. Generate a client-approved report to review and evaluate these options with your clients.
Share with Your Clients
Retirement Resources: Help Clients Understand the New World of Retirement - Articles and Tools
Brochure: Understanding Social Security Retirement Benefits
Rule Reference: Social Security Retirement Benefits: 2013 Quick Reference
Q&A: Frequently Asked Questions: Social Security Retirement Benefits
Literature for You
- Securing Your Retirement
- Social Security Benefits: A Financial Professional's Guide
- Engage Your Clients on Social Security
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Everything You Really Need to Know About Social Security
Watch our seminar on Social Security fundamentals and strategies.
Social Security Benefits Estimator
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