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How to Respond When Clients Retire Unexpectedly

Friday, Aug 22 2014
Retirement
Written by  PFA News

Health problems, disability, spousal-care demands and corporate layoffs cause as many as 49% of Americans to retire unexpectedly. So reports Financial Planning.

Unexpected retirement creates unique challenges for financial advisors. Advisors can respond by aggressively reviewing clients’ asset allocations, devising methods for delaying claiming Social Security, and implementing strategies that may reflects lower tax rates resulting from the decline in income that occurs when individuals leave the workforce.

Read the full article from Financial Planning.  

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