Advizr Blog

A Review of Social Security Strategies in Advizr

Thanks to the complexity of US tax code and the nuances of various Social Security (SS) benefits, volumes have been written about how to “maximize” Social Security benefits. There are numerous variables that could impact decisions around when and how to take benefits, such as spousal benefits, life expectancy, retirement age from a full-time job, delaying or accelerating the start of benefits from full retirement age, and even the full Social Security retirement age itself, which currently changes depending on year of birth and could change even more in the future to preserve payouts from the system.

Read More

Tags: retirement, social security, financial planning, Case Study


Subscribe to our Blog