Social Security and Retirement

Social Security retirement benefits can be particularly complex, and people often struggle with their decision on how to file. There is no best time to file. What is the best approach to claim Social Security retirement benefits and how do those benefits tie in with other financial planning goals?

This check sheet covers key issues to consider helping make a decision surrounding Social Security retirement benefits including:

  • File now or delay
  • What are the claiming options
  • Coordination of benefits with the current or the ex-spouse
  • Managing the tax impact of Social Security and how that impacts other tax planning goals and options

View Check Sheet


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