Understanding and Maximizing Your Social Security Benefits

Before you retire, you should know what all your various sources of income will be, and how much you can expect to receive from each. Obviously, Social Security benefits will be one of those sources, but how much you can expect to receive depends on many factors. There are ways to help maximize your benefits and get the most you’re entitled to, and there are strategies to help minimize your tax burden from Social Security. The most important thing to consider in working toward these goals, however, is whether your Social Security benefits are coordinated properly with your other assets and sources of retirement income. We’ll address that shortly, but let’s begin with some basic facts about Social Security.

Outreach Capital Management - Understanding and Maximizing Your Social Security Benefits

Stay Informed

Download your free reports on the financial topics that matter the most to you.

Name(Required)

More Reports

Year-End Financial Planning Checklist

Americans are notorious for overspending when the holiday season rolls around. While that may be...

Women, Money, and Retirement: Separating Fact from Fiction

The 100th anniversary of women’s right to vote in the U.S. occurred in 2020. During...

Why Investing in Mutual Funds Could Jeopardize Your Retirement Plans

Unfortunately, since many financial advisors working today entered the business in the 1980s and 90s,...

Understanding Price-to-Earnings Ratios

Have you ever bought a pair of pants for your child or grandchild that were...

TR=I+G Guide

There are many misconceptions about investing. One is that the terms ‘growth’ and ‘return’ are...

Ten Warning Signs of Working with the Wrong Financial Advisor

Are you working with the wrong financial advisor? Is he still the advisor best qualified...

Surviving-Child Financial Checklist

The loss of a parent is difficult enough, but it can be made worse when...

Secure Act 2.0

The $1.7 trillion budget bill signed by President Biden on Dec. 29, 2022, included the...

Retirement Risk Report: Will You Outlive Your Money?

In survey after survey, the top financial fears among older Americans are almost always the...

Get Your Retirement Planning Questions Answered

We Are Here to Help

Schedule a complimentary 15-minute call with one of our advisors.

You can also call us directly at (954)-870-6735