Monday, March 14, 2016

The Hidden Costs of Social Security

Due to recent budget legislation that removed two advanced filing strategies used by retirees, Social Security has, once again, been in the headlines.

A natural reaction to this news would be to feel as if something has been taken away from you. But, the truth is, you have actually been given a reminder of just how important it is for you to review your Social Security benefits to ensure two things:
  • Are you getting the maximum benefit amount that is available to you?
  • Are you keeping as much of your benefit as possible?
Taxation of benefits, or reductions due to pension benefits or earned income, could have a huge impact on your retirement lifestyle.

Call me at 484-206-4200 to request your personalized Social Security Report that will tell you exactly what you need to know about your options. Even if I have provided you with your report previously, the legislation changes may impact the outcome of that report!

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