Like so many financial decisions there is not one perfect strategy that fits every situation. Each person or couple needs a unique solution that applies to their specific set of circumstances.
At Pinnacle Wealth, you can work with an advisor who understands the options and has the proper software to explore various choices so you can make an educated decision when it comes to strategies and timing. Once we determine your best choice, we will help you design your financial plan so you can compare the possible outcomes of your decision and know it’s future implications.
We utilize Social Security Analyzer software to help run the various opportunity strategies for your situation so you can better evaluate what options are available and the economic benefit of each decision.
Here are a couple of ways to help you gain a more detailed understanding of your Social Security benefit options:
- Register for one of our upcoming no cost Social Security Workshops
- Request a no cost, no obligation Social Security Analysis.
*Sources: Social Security Administration – www.socialsecurity.gov
Fall 2011:The Wealth Channel Magazine Article “What Everyone Should Know Before Claiming Social Security” by David Little, JD, CHFC®,CFP® and Ken Tacchino, JD, LLM & Bruce D Schobel, CLU®
Henry J Aaron@ Jean Marie Callen Boston College Research Report ” Who Retires Early.”