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A client asks for a single "best" age to claim Social Security. What answer best reflects a planning process rather than a rule of thumb?
Always claim at 62 to avoid losing benefits if death occurs early.
Evaluate longevity, survivor needs, work earnings, taxes, portfolio withdrawals, and cash-flow needs before selecting a claiming age.
Always claim at 70 because delayed credits dominate every case.
Claim at full retirement age because the earnings test ends then.
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