{"title":"Social Security Decisions: Should Recipients Opt for Early Payments?","authors":"Tom Arnold, J. Earl, Terry D. Nixon","doi":"10.3905/jwm.2023.1.196","DOIUrl":null,"url":null,"abstract":"Two Excel-based templates are developed to help determine when it is optimal for starting to receive monthly social security benefits. The decision information accounts for uncertain life expectancy by implementing a rate of return that should be set, at a minimum, to the individual’s expected return on investments or based on a metric provided in the article that considers potential life expectancy.","PeriodicalId":39998,"journal":{"name":"Journal of Wealth Management","volume":"25 1","pages":"8 - 16"},"PeriodicalIF":0.0000,"publicationDate":"2023-01-19","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":"0","resultStr":null,"platform":"Semanticscholar","paperid":null,"PeriodicalName":"Journal of Wealth Management","FirstCategoryId":"1085","ListUrlMain":"https://doi.org/10.3905/jwm.2023.1.196","RegionNum":0,"RegionCategory":null,"ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":null,"EPubDate":"","PubModel":"","JCR":"","JCRName":"","Score":null,"Total":0}
引用次数: 0
Abstract
Two Excel-based templates are developed to help determine when it is optimal for starting to receive monthly social security benefits. The decision information accounts for uncertain life expectancy by implementing a rate of return that should be set, at a minimum, to the individual’s expected return on investments or based on a metric provided in the article that considers potential life expectancy.
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