Social Security
When planning for retirement, an important decision is selecting the age to start taking Social Security.
Should you work longer? Can you work and get benefits? Can you retire and wait to take Social Security benefits? What are the trade-offs to take benefits now or wait until you get full benefits?
With the use of our financial planning software, we can help clients select the time to start taking Social Security based on their unique situation.
Let us know if you would like to complete a financial plan that includes an analysis of when you should start taking Social Security.
Social Security: By the Numbers
How Will Working Affect Social Security Benefits?
A Fruitful Retirement: Social Security Benefit
Social Security: Five Facts You Need to Know
Social Security: Maximizing Benefits
Social Security: The Elephant in the Room
Create Your Social Security Account
If you are under age 60, the Social Security Administration will only mail you your statement upon request. But you can log onto the Social Security website and download your statement at any time. To do this:
- Got to www.ssa.gov.
- Select "my Social Security"
- Select "Create an Account"
- Select "Create New Account"
- Check the box for "I Agree to the Terms of Service"
- Fill in your personal information
- When completed with this process, you will be able to download a copy of your Social Security Statement.