How to Optimize Your Social Security
Our Investment Executives are certified in Social Security Claiming Strategies, and they’re ready to help you make the most of your retirement.
Should you retire at 62 and start drawing on Social Security? Though tempting, it’s most likely not in your best interest financially. Just waiting until 66 can boost your benefits, and waiting until 70 can maximize your retirement, especially as Americans are living longer.
We understand that Social Security is not an easy subject and it’s a lot of information to digest. We recently held an informative Social Security webinar, and if you missed it, we’re sharing the presentation and video:
Our investment executives – Robert Martin and Brian Tuttle – would be happy to review the presentation with you and help answer any questions. Robert and Brian are certified in Social Security Claiming Strategies, and they can run your information through the Athene Retirement Opimizer tool. This will generate a report, unique to you, with scenarios that demonstrate the effect various Social Security filing strategies may have on plan capital requirements.
Social Security is far more valuable planning tool than most people realize. Let’s work together to strategize how you can best optimize your Social security and retirement. Our team is here for you!
Looking For Additional Information on Financial Planning?
See our resources below.