Illustration: Edwin Verin/Shutterstock
While Social Security is a significant source of income for many retirees, navigating the intricacies of the program can feel overwhelming due to complex rules and practices. It's crucial for financial advisors to thoroughly understand the nuances within the Social Security program to help retirees correctly navigate and determine the optimal time to claim.
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jelsasser2
Joe Elsasser is a certified financial planner and the founder and president of Covisum, a financial technology company. Under his leadership, Covisum has developed a variety of groundbreaking financial planning tools, including Social Security Timing, which was the first patented Social Security optimizer, Tax Clarity, SmartRisk and Income InSight. Joe co-authored “Social Security Essentials – Smart Ways to Boost Your Retirement Income” and is a regular contributor to USA Today, InvestmentNews, Retirement Daily, CNBC and ThinkAdvisor. Joe also maintains a financial planning practice in Omaha, Nebraska.
