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Clients Who Claim Social Security Early Miss a Big Chance to Cut RMDs
News September 02, 2026 at 03:46 PM
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What You Need To Know
- In a new survey, 73.5% of registered Social Security analysts said their clients want to claim benefits early, and most say clients don’t understand the RMD implications.
- Using 401(k) and IRA assets to create an income bridge allows clients in their 60s to grow their Social Security benefit while reducing future RMDs, NARSSA President Martha Shedden says.
- Nearly 83% of RSSAs said demand for Social Security guidance has increased over the last three years.
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