In this article, Mary Beth Franklin of InvestmentNews underscores the importance of planning for health care expenses for clients and how a tool e.g. GoWealthPro’s Retiree Healthcare Planner™ can help advisers produce valuable retirement income plans. Read the story below.
Hi, my client and his spouse are of similar age, currently 65. Client has PIA of about $2,500 whereas his spouse has PIA on her own record around $800. I’m wondering if the wife can start taking reduced benefits now (before FRA) and later switch to spousal when husband reaches his FRA and opts for file and suspend.
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