Social Security Planning.
Social Security is a big part of your retirement. Have you planned for how you’ll make the most of it?
If not, no worries. That’s what we’re here for. Our team of financial advisors knows the ins and outs of Social Security benefits, how they work, how they change, and what you need to do to make sure they can help to provide you and your family with the support you need in retirement.
But the first step in proper Social Security planning is to realize that Social Security was never intended to be the only source of income for people when they retire. It only replaces a percentage of your pre-retirement income, based on your lifetime earnings.
That being the case, there’s a lot of additional planning that needs to happen around and in tandem with your Social Security benefits.
Social Security is a big part of your retirement. Have you planned for how you’ll make the most of it?
If not, no worries. That’s what we’re here for. Our team of financial advisors knows the ins and outs of Social Security benefits, how they work, how they change, and what you need to do to make sure they can help to provide you and your family with the support you need in retirement.
But the first step in proper Social Security planning is to realize that Social Security was never intended to be the only source of income for people when they retire. It only replaces a percentage of your pre-retirement income, based on your lifetime earnings.
That being the case, there’s a lot of additional planning that needs to happen around and in tandem with your Social Security benefits.
Our social security planning services include:
Analyze income and benefits
Integrate your benefits with your retirement plans
Find the best date to begin collecting
Optimize your benefits for spouses
Review impacts of taxes on your benefits
Avoid social security "tax traps"
Our social security planning services include:
Analyze income and benefits
Integrate your benefits with your retirement plans
Find the best date to begin collecting
Optimize your benefits for spouses
Review impacts of taxes on your benefits
Avoid social security "tax traps"
Our social security planning services include:
Analyze income and benefits
Integrate your benefits with your retirement plans
Find the best date to begin collecting
Optimize your benefits for spouses
Review impacts of taxes on your benefits
Avoid social security "tax traps"
If any of these elements of Social Security planning sound like a foreign language to you, then you’re in the right place to decipher them. These benefits may not make up all your retirement income, but we can help you realize the exceedingly important role they still play, and why that role is best addressed before you become eligible to start receiving them.
Still have lingering questions about the logistics of Social Security?
It’s not uncommon for retirees to be hit with some big financial changes when they start collecting their benefits. That usually happens when they didn’t plan correctly, or they misunderstood some of the details that linger beneath the surface.
The ratio gap of current workers paying into the system versus retirees drawing money out of it is growing. That means there’s worry over how future retirees will receive the full benefits they’re owed. And that’s why early Social Security and retirement planning is more important than ever.
If any of these elements of Social Security planning sound like a foreign language to you, then you’re in the right place to decipher them. These benefits may not make up all your retirement income, but we can help you realize the exceedingly important role they still play, and why that role is best addressed before you become eligible to start receiving them.
Still have lingering questions about the logistics of Social Security?
It’s not uncommon for retirees to be hit with some big financial changes when they start collecting their benefits. That usually happens when they didn’t plan correctly, or they misunderstood some of the details that linger beneath the surface.
The ratio gap of current workers paying into the system versus retirees drawing money out of it is growing. That means there’s worry over how future retirees will receive the full benefits they’re owed. And that’s why early Social Security and retirement planning is more important than ever.
Get Started!
You can help protect your retirement with the right strategy, and E.A. Buck can help you come up with that strategy. Contact us today to schedule a no-obligation consultation with our team today.
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