Savvy Social Security Planning for Couples
Most people think that claiming strategies are essentially boiled down to claiming early, at retirement age, or late. However, that’s an oversimplification of an incredibly complex concept, because there are over 500 claiming strategies for Social Security!
Social Security will likely have the single greatest impact on your retirement income. According to the Social Security Agency, 61% of retired workers count on their benefits to provide at least half of their monthly income. It drastically impacts your entire retirement outlook and affects every area of your finances.
So, do you have the right strategy?
This Savvy Social Security Planning for Couples class provides information regards to:
How to read your Social Security Statement and how much Social Security you stand to receive over your lifetime
When to start your benefit
Strategies to maximize your benefit
Strategies to maximize the spousal benefit
Strategies to maximize survivor benefit
How to select your claiming strategy and reduce taxes on your benefits
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.