Planning for Social Security

The decision around when to begin taking Social Security is a key factor – but there are other important factors to consider.

  • Your health and life expectancy
  • Your spouse’s or ex-spouse’s benefit
  • Whether or not you plan to work after age 62
  • Your taxable income or other income sources in retirement

Learn more about Social Security decision factors or contact us to take the first step toward understanding when and how to apply for benefits.

Understand your options

Most Americans consider Social Security benefits to be a significant source of reliable income in retirement. Deciding how and when to start drawing benefits will have a significant impact on your income, and thus your lifestyle in retirement, so it’s especially important to understand the options available to you.

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