Social Security Maximization

Get the Most Out of Your Income

Social Security, on average, accounts for one-third of a retiree’s income in retirement, so this is not a source of income to take lightly. You can collect as early as 62, but there can be many advantages to delaying until full retirement or beyond up to age 70. Proper planning for Social Security is critical for ensuring that you can maximize the rest of your retirement portfolio based on your goals for when you would like to retire and when you are financially able to retire while still maintaining the highest probability of success. Prior to claiming Social Security benefits, we recommend that every retiree work with an advisor who specializes in Social Security benefits to ensure that no money is left on the table, as lost benefits can add up to hundreds of thousands of dollars without proper planning.