Social Security Planning in the Berkshires

Wondering when you should take Social Security retirement benefits? The age at which you file makes a big difference in the benefit amount you receive from Social Security. If you file early at age 62, you could be entitled to up to 50% less each month than if you waited until age 70. We’re here to help you make sense of your options and decide what’s right for you – not the “average” retiree.

Maximize your Social Security income

As part of retirement planning, the team at Berkshire Money Management weighs variables like projected life expectancy, personal retirement savings, and financial goals to help you get the most lifetime benefit from Social Security, reduce your tax liability, and retire on your own terms.