Social Security
When should I take my social security benefits?
Filing for your Social Security benefits will be one of the most important financial decisions you will make. The answer to when to file, depends on a number of factors specific to you as an individual. It can feel daunting to understand the rules around social security and how all these factors impact your benefit.
Working together with a financial planner can help you find answers to the most common questions asked when making your social security benefit decision. Questions such as:
- How much income do you need in retirement to live on?
- How long do you plan on working?
- Can you continue to work after you claim?
- How does working impact your benefit
- What options do you have being married?
- What options do you have being divorced?
- How will your benefit be taxed?
- If I die, how will that impact my spouses benefit?
- How do I maximize my benefit?