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Social Security Strategies

determine an optimal filing strategy for you.

Why is Social Security important?

When and how you collect your Social Security benefits is one of the biggest decisions you’ll make in retirement. There’s a good chance that what worked for your neighbor, probably isn’t the best solution for you.

The goal when analyzing different strategies is to provide you with the highest cumulative benefits over your lifetime.

We don’t know how long you will live but we can make assumptions regarding your life expectancy. After which, you’ll want to consider a few questions:

Can you afford to delay your benefits past your full retirement age?
If married, how might spousal benefit strategies affect your own election?
How will your election strategy affect your tax situation?
Will delaying benefits cause too much stress on your current income needs?

At Summit Financial Partners, we’ll ask questions the Social Security Administration can’t advise you on. After which, we will educate you on the different Social Security strategies that may suit your situation.

Got questions? Contact us today.

Disclaimer:  The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

The content within this site is for informational and educational purposes only and does not constitute legal, tax or investment advice. Customers should consult a legal or tax professional regarding their own situation. This site is not an offer to purchase, sell, replace, or exchange any product. Insurance and annuity products and any related guarantees are backed by the claims paying ability of the issuing insurance company. Insurance policy applications are vetted through an underwriting process set forth by the issuing insurance company. Some applications may not be accepted based upon adverse underwriting results.