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SOCIAL SECURITY PLANNING

Did you know there are as many as 10,000 distinct Social Security claiming strategies? Social Security benefits alone will likely be insufficient for you to retire comfortably. On average, Social Security makes up 38% of an individual’s retirement*. There are hundreds of combinations of ways a single person or a married couple can elect their Social Security benefits and choosing the wrong option can cost tens of thousands of dollars throughout your retirement.

Part of our comprehensive retirement plan is helping develop your customized Social Security claiming strategy that will pay the most over a lifetime. We have an in-depth knowledge of the Social Security system to help our clients optimize their Social Security benefits. We begin by looking at strategies that will optimize the lifetime dollars you and your spouse receive, weigh the pros and cons of your various options, and then we integrate these strategies with the rest of your income plan to help you decide what is best for your specific situation.

The right strategy for you is completely dependent on your individual situation. Avoid the confusion and fear of Social Security rules and law. Let our advisors work with you to ensure your optimize your benefits. Schedule your complimentary financial review today!

*Source: Fool.com