Social Security Strategies to help you Avoid Mistakes and Gain Maximum Benefits
The Social Security Administration provides you with 567 ways to claim your benefits. Making a mistake could cost you up to 72% of your benefits.*
While Social Security rules and regulations apply universally, each individual’s circumstances are different. Your age, lifestyle, health, investment capital, and other assets, earned income, tax, and estate considerations all factor into an accurate assessment of your benefits decisions.
Social Security is the largest source of income for many elderly Americans today, but you need to consider more than Social Security when planning for retirement. Additional decisions regarding other savings, investments, pensions, and retirement accounts need to happen too.
It’s crucial to seek increased knowledge and financial advice before making critical decisions! We can help you maximize social security benefits to pursue retirement income goals, minimize taxes, and protect your legacy!
* “Social Security: There is a better way,” Center for Retirement Research, Boston College, September 2012.