When pre-retirement clients asked Brett Horowitz when they should optimally take their Social Security benefits, the Evensky Katz financial advisor did not stop at the break-even analysis that conventional financial planning research advises. Rather, Horowitz read every article he could find and discovered some unconventional, and potentially lucrative, approaches involving “restricted applications” and a “file and suspend” procedure, the subjects of an AdvisorOne article published last week. He then contacted experts to confirm these strategies.

 

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