If you are approaching retirement, it’s vital to thoughtfully plan how to claim your Social Security benefits.
As more investors become aware of Social Security claiming strategies, they find it is not sufficient to simply decide when to take Social Security benefits. Now you need to decide both when and how to claim. Considering which rules, regulations, and claiming strategies apply to your situation can be a daunting task.
The good news is that you are not alone when it comes to making these crucial decisions. As part of your retirement plan review, Bob will provide a concise report showing your optimal claiming strategy in order to maximize your lifetime Social Security benefits. Your optimal strategy can be compared to other strategies you may be considering. This way, when the time comes, you should have all of the information you need to make your best decision.