Social Security

Claiming Social Security benefits can be one of the more complicated topics that I can address with a client. There are a multitude of rules that can have a significant and lasting impact on a client’s future income stream and overall financial picture.

Why is Social Security planning important?

If you want everything to which you are entitled then avoiding improper planning means losing by a conservative estimate at least $100,000. More if longevity is extended. A 65 year old couple in good health and not using tobacco has a 53% chance of one spouse living to age 93.

Understanding the taxability of Social Security is often overlooked.

View “Will My Social Security Benefits Be Reduced?” flowchart

Contact us for thoughtful answers to your many questions.

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