SOCIAL SECURITY TIMING
WEALTH MANAGEMENT
SERVICES
Social Security Timing
As retirement planning experts, we help pinpoint the optimal age you should begin Social Security.
In doing so, we consider how social security impacts other areas of your retirement plan such as:
- Tax reduction strategies
- Roth conversions
- Current and future income needs
- Required Minimum Distributions (RMDs)
- Social Security spousal benefits now and in the future
- Pension Options: lump sum versus annuity
We also take into consideration family health history, future tax rates, personal preferences and more.
By taking a comprehensive approach to your retirement, it creates a more serious awareness to the impact each area of planning has on the others.