checklist: Social Security for Savvy Seniors
Maximize your Social Security benefits and claim with confidence with this simple checklist!
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In 2023, roughly 63% of retirees collecting Social Security retirement benefits received reduced benefits due to timing – they claimed before their full retirement age. When you choose to claim Social Security determines the size of your monthly payment for the rest of your life, a decision that could cost high-earning professionals as much as $24,000 a year in retirement!
Follow this convenient Social Security checklist to avoid costly filing mistakes and make the most of the benefits you’ve earned.
WHAT’S INCLUDED IN YOUR DOWNLOAD:
Spot costly Social Security mistakes
Answer five simple yes/no questions to identify red flags before you file and avoid leaving hard-earned money on the table.
Know your numbers
Demystify your Social Security options by keeping key dates and benefit amounts front and center!
Claim with confidence
Complete our 8-step pre-claim checklist, from earnings review to tax planning, so you won’t just claim a larger benefit – you might keep more of it, too.
Social Security is just one part of the puzzle.
Social Security will only replace part of your income in retirement – the rest is up to you. The good news? You don’t have to figure it all out alone!
Our team of financial planners and advisors can help you turn your assorted savings, pensions, retirement accounts, and other assets into a retirement paycheck you can count on, saving you worry (and tax expenses) along the way.
