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A comprehensive retirement income plan shouldn’t overlook how to maximize Social Security benefits.
The decision of when to file for Social Security benefits is perhaps one of the most important decisions you’ll make as you prepare for retirement. The Social Security decision is generally irreversible, that is why it is extremely important to talk to someone in our firm before you make this critical Social Security decision. You generally only have one chance to get Social Security right, and the consequences of that decision may have a dramatic impact on how well your financial needs are met in retirement. It’s imperative that you have more than just a basic understanding of how Social Security works in order to fully maximize the benefits available to you.
Let me help you make sense of Social Security and uncover ways to maximize your benefit amount. Together we can address:
If you have questions about Social Security benefits, look to me as a resource for navigating this complicated and sometimes confusing landscape.
Here are some helpful links and contact points
A~Online at ssa.gov to apply for retirement, spousal or Medicare benefits. Different rules apply for survivor benefits online.
B~By telephone – Calling 1-800-772-1213. Deaf or hearing impaired call TTY 1-800-325-0778 or
C ~In person at a local Social Security office, an appointment should be made prior to arrival.
Social Security Administration
SSA Retirement Estimator