Approximately 10,000 people turn 65 every day. For most people, Social Security will represent a substantial portion of their retirement income. Deciding how to claim Social Security is arguably one of the largest financial decisions a person will make in his or her lifetime.
- There are several important decisions you must make with regard to your benefits, which are complex and have many moving parts.
- Evidence suggests many people guess with their decisions, rather than use math and logic.
- The perception that "it is what it is" is simply not true.
- The decisions an individual makes matter.
- Advice and a detailed analysis will cost between $100 and $500. Our most common package is $299.
Run the numbers yourself
- Start with Get What's Yours
This topic is so important that you may want to consider all three. Start with a book, run the numbers, then get advice.
Estimated value to an individual
- Seemingly small decisions can very quickly add up to tens of thousands of dollars.
- The amount you receive can vary substantially depending on when you first claim
- The amount you receive initially dictates the amount of benefit you will receive for the rest of your life.
- The easiest approach is to delay taking benefits until the latest possible date.
- If you are even considering take benefits earlier you will be well served investing a few hours in your decision.
- You must invest a few hours in this process and we highly recommend seeking expert advice.
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