Everyone nearing retirement always seems to have a ton of questions surrounding how to maximize their Social Security benefits. These questions range from “When should I take Social Security?”, “How Can I maximize my Social Security benefits?”, “Are Social Security benefits taxable?” to “Can you help me choose the best time to start receiving Social Security?” The list of Social Security questions goes on and on. A fabulous financial planner should be able to help you answer your various Social Security questions and find the optimal time for you to claim Social Security benefits.
Sadly, many Americans enter retirement with no plan to maximize their Social Security benefits. Many have no idea how much after-tax income they will get from Social Security or when the best time to claim benefits would be based on their personal financial needs. Even more shocking is how few financial advisors are willing and able to help their clients with the litany of questions about Social Security benefits.
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