The Planner's Perspective: Social Security - Bridging the Gap

By Paul Morrone CFP®, CPA, MSA

What many don’t realize is that social security is their biggest retirement asset, and understandably so. When your net worth is laid out on a piece of paper, you don’t see a value of your future social security benefit, nor can you pass your benefit as part of your estate to your children or grandchildren. Given the unique set of circumstances surrounding social security, one of the most pressing questions for retirees is when to ‘take the money.’

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