William Byrnes' Tax, Wealth, and Risk Intelligence

William Byrnes (Texas A&M) tax & compliance articles

Creative use of Social Security timing strategies

Posted by William Byrnes on May 30, 2014

Creative use of Social Security timing strategies can be key to securing comfort in retirement, and timing benefits so that your client can receive a lump sum payment during retirement can unlock many options for the older client. For those nearing retirement age, this seldom-discussed strategy may be needed to ensure longevity protection throughout a long retirement.  Read about this Social Security lump sum strategy


If you are interested in discussing the Master or Doctoral degree in the areas of financial planning, please contact me: profbyrnes@gmail.com to Google Hangout or Skype that I may take you on an “online tour” 

One Response to “Creative use of Social Security timing strategies”

  1. Excellent example of an easy way to make an investment in yourself that really pays off. Pays off for Social Security, who pays tomorrow in today’s dollars, and you, who can defer income for a reasonable amount of time.


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