Providing a large part of income for most retirees

Social Security planning is a vital element in securing enough income in retirement and there are strategies to maximize your benefits, but they can be complex and only apply in certain circumstances.

Do you know all the factors you should consider before filing for your Social Security benefits? The decisions you make could make a difference of thousands of dollars throughout your retirement.

To ensure you receive the maximum benefits available to you, you’ll need to consider:

  • How to decide the best time to apply
  • How much income you can expect to receive
  • How to minimize taxes
  • How to coordinate benefits with your spouse
  • How working can affect your benefits

With some simple information from you, we can generate a report designed to give you the maximum lifetime Social Security benefits based on your individual situation. With this retirement planning tool, you can now make informed, sound financial decisions that will benefit you and your family for the rest of your life.

Schedule a Complimentary Meeting

Let us help make sure you make the most of your Social Security benefit. Contact us here or call at 614-760-0670 to get started.

Safe Harbor Wealth Management, LLC, Safe Harbor Wealth Advisors, LLC and Safe Harbor Retirement Group, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.