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When considering Social Security claiming strategies, it's critical to note some unique opportunities available to your married clients. With two different Social Security benefits available, it's essential to calculate the optimal time to claim for each spouse.
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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.
