Social Security plays a key role in many retirement income strategies, but the topic can be overwhelming. Help your clients conquer the complexities and feel more confident with these resources.
baby boomers—the final and largest cohort—will turn retirement age by 2030
of workers say they understood Social Security very well1
of retirees began Social Security benefits before age 70 in 20222
Turn your practice into a trusted partner on one of the most intimidating topics in retirement. This ready-to-use content can help you demystify retirement income and Social Security for your clients.
Use this presentation to help clients debunk common misconceptions about Social Security, learn the foundation of benefits, and feel confident in taking the next step.
Walk investors through the basics of Social Security in one-on-one sessions or client workshops with this accompanying workbook. Help your clients figure out the most important information and where to find it.
Evolve your practice and build better client relationships by putting their Social Security concerns to rest and helping them develop a thoughtful retirement income strategy.
This interactive worksheet helps clients drill down on their own Social Security benefits and other income sources, guiding the retirement income strategy discussion.
Help your clients maximize their Social Security benefits with these introductory resources.
The planning required to take full advantage of Social Security and maximize lifetime benefits is complicated. Help your clients determine when they should start collecting benefits to optimize their retirement income.
Your clients’ Social Security benefits are likely an important part of their retirement plan—so is making wise timing decisions.
Finding a client’s benefit requires a few key factors, including their work history, the age when they start benefits, and how they coordinate benefits with their spouse.
Help your clients plan ahead and keep Social Security income from raising their marginal tax rate.
Intentional conversations and planning around Social Security as a couple can help clients maximize lifetime benefits for them and their spouse.
Not all retirees spend assets the same way through retirement: Some draw down their accounts, while others maintain, or even grow, their balance. Learn how this can help your clients with retirement planning.
Historically, retiree health care costs have been a scary subject and a challenging financial puzzle. But our research and analysis helps take the guesswork out of planning.
Learn more about how we can help you, your clients, and your practice succeed.
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1 EBRI Retirement Confidence Survey (2024).
2 Annual Statistical Supplement to the Social Security Bulletin (2023).
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