Social Security Optimization

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Social Security Optimization

Choices That Last a Lifetime

Surprisingly few Americans understand the benefits and tradeoffs related to claiming Social Security at various ages. Deciding when to claim benefits will have a permanent impact on the benefit you receive. Claiming before your full retirement age can significantly reduce your benefit, while delaying increases it.

We help you determine the best time to collect Social Security. Some of the variables we consider include family health conditions, spousal benefits, personal preferences and other income sources (e.g. pensions, rental income, dividends & interest, etc.)

By examining the breadth and depth of your financial situation, we are able to narrow down the optimal time frame that you ought to begin to claim your Social Security benefit.

Work With A Professional

Because 401k plans are subject to numerous and complex rules, regulations and tax qualification requirements, it’s important to consult with a qualified professional before making any decisions.

To learn more about 401(k) retirement plans and other types of employer-sponsored retirement, please contact us for a complimentary consultation. We look forward to learning more about your business and how we can help create a plan that works for you and your employees.

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