Social Security Timing

We help you determine the best time to collect Social Security.

Some retirees may believe they’ll live a short life, in which case they may not be concerned with ensuring the income from their portfolio lasts. But for many retirees, the possibility of outliving their assets—and therefore income—is a major concern, something that’s known as longevity risk. As such, timing Social Security benefits properly can affect the longevity of an individual’s portfolio. Simply put, if a retiree selects a Social Security claiming strategy that provides more benefits over their lifetime, his or her financial portfolio will therefore last longer.

 

While you may be able to learn about Social Security and make a good decision, you need help to make the best decision for your situation.

Facts:

We use advanced analytical tools and software to show you the impacts of taxes, earnings, discount rate, and more.

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