Click to login and read the full article.
Don’t have access? Click here to request a demo
Alternatively, Call a member of the team to discuss membership options
US and Overseas: +1 646-931-9045
UK: 0207 139 1600
Abstract
Your decision on when to claim will have direct and lasting impact on three key retirement risks—longevity, inflation and market risk.Yet, you are likely unaware of the power you have to mitigate these risks by adopting a carefully crafted Social Security claiming strategy. To put it in dollar terms, you and your spouse could be leaving up to $150,000 on the table by not thinking this through before you claim benefits.
In this report and accompanying video interview, David Laster—Head of Retirement Strategies at Merrill Lynch Wealth Management —illustrates the potential impact of waiting to claim Social Security. He shares insights that will help you think about your own claiming strategy. For a deeper understanding, read David’s co-written article in The Journal of Retirement , When Should You Claim Social Security?
- The content is made available for your general information and use and is not intended for trading or other specific investment advice purposes or to address your particular requirements. We do not represent or endorse the accuracy or reliability of any advice, opinion, statement, or other information provided any user of this publication. Reliance upon any opinion, advice, statement, or other information shall also be at your own risk. Independent advice should be obtained before making any such decision. Any arrangements made between you and any third party named in this publication are at your sole risk.
Don’t have access? Click here to request a demo
Alternatively, Call a member of the team to discuss membership options
US and Overseas: +1 646-931-9045
UK: 0207 139 1600