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Bridging the Retirement Gap: Crack the Nest Egg Before Taking Social Security (PDF)
David E. Morse, via Benefits Law Journal [Opinion] Jan. 15, 2020 "Employers could provide estimates of each near retiree's Social Security benefits based on payroll data and offer to help workers get actual numbers from Social Security. Then, with the estimated or actual number in hand, employers can suggest that, upon retirement, the individual postpone his or her Social Security checks and instead begin withdrawing the same amount from his or her 401(k) account." |
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