The greatest fear for most Americans today is not death, but the risk of outliving their assets during retirement – 61% in fact*. If you happen to fall into that statistic, you may be wondering what the best strategy is to maximize your social security benefits and create a financial plan that can help minimize your taxes so you can live the prosperous retirement you’ve always dreamed of.
The biggest effect you can have when maximizing your benefits is the time you claim. You have the option to claim social security anywhere between the ages of 62 and 70. The longer you wait, the more benefit you will receive.
There are other strategies to maximize your social security, but there is no one size fits all plan. Some of our clients are better off claiming social security at age 62 while others at 66, or even 70.
We’ll work together with you and create a blueprint of your optimal retirement age and decide what strategy to take to maximize your social security.
Please contact us and fill out the form to show your interest. We will reach out to you within 24-48 hours to discuss further on our Social Security maximization services.
* Allianz Financial Whitepaper: Reclaiming the Future Study
The hypothetical case study that may be shown are for illustrative purposes only and should not be deemed a representation of past or future results. This example does not represent any specific product, nor does it reflect sales charges or other expenses that may be required for some investments. No representation is made as to the accurateness of the analysis.