SOCIAL SECURITY TIMING

This is a simple decision with complex variables. We help clients understand the variables they should focus on to make a well-informed plan for their financial situation.

 

• Will this impact my Medicare premiums? 

• Should the market impact when I file? 

• What role does my expected lifespan play in this decision? 

• Will lifetime benefits be reduced if I have earned income?

• How much of my SS benefit is taxed at 0%, 50% or 85%?