Case Study: Taking Social Security Benefits and Preserving More of Your Portfolio

Published: Oct. 30, 2018, 2:54 p.m.

Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss a case study on a couple who delay Social Security but are taking required minimum distributions from their IRA.