Are Clients Leaving Social Security Benefits on the Table?
Aug 27, 2020
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By Elaine Floyd, CFP ®
An audit at Social Security found some 15,000 retirement beneficiaries had been entitled to an additional $193.8 million in widow(er)’s benefits. The SSA has no systems in place to maximize benefits in this or other situations, so be sure you take a thorough look at how your clients are claiming.