Social Security

How to help clients make the right Social Security election

As the wave of Baby Boomer retirements continues, it is more important than ever for CPAs to understand how to help clients be in the best position to maximize [...]

Should I Take Social Security Sooner and Invest?

Dear Dr. Don, I plan to work until I'm 70 years old. I'm 64 now and healthy (so far), so I would like to receive the higher Social Security benefits of [...]

When Should You File for Social Security?

Although Social Security has been around for more than seven decades, most Americans admit they really don’t have a basic understanding about the rules [...]