This webinar covers the basics of Social Security – including how Social Security benefits are calculated and how your career, marital status, and taxes impact those benefits. In addition, we consider the positives and negatives of claiming strategies. Finally, we shed light on how Social Security is factored in when creating your personal financial plan.
Key Takeaways:
Social Security benefit amounts are based on earnings over your 35 highest-earning years.
You may request a benefit estimate via www.ssa.gov. Click "Get a benefits estimate."
There are merits to both taking your Social Security benefit early or delaying further into retirement. Contact our office to discuss your options.