Your Social Security retirement benefit represents a lifetime’s worth of savings, time and work. Although many Americans are familiar with the basics of Social Security, few are able to figure out exactly the best way to file, so they can get the most out of all they have put in.
We can help you understand your Social Security benefits and educate you on how you can maximize those benefits. For example, delayed filing for Social Security can potentially increase your benefit amount by a rate of eight percent per year.1
We will help you get the highest amount possible to help you achieve a secure and enjoyable retirement.
While tax and legal issues may be discussed in the general course of financial and investment planning, Simplicity Wealth does not provide tax or legal services. Please consult with your tax or legal professional prior to making decisions relative to these issues.