Questions & Answers:
Q) Why should I involve a retirement advisor in my Social Security decision?
A) Your decision will impact your other assets, including
how and when you tap certain assets to supplement your income. An advisor is positioned to help you understand how all these pieces fit together.
Q) Why not ask the Social Security Administration for advice?
A) The Social Security Administration (SSA) cannot give advice, ask
you about other assets, or evaluate the impact of your decision on the rest of your financial plan.
Q) When should I start my planning?
A) If you're over age 55, the sooner the better. As you approach retirement age, it's important
to evaluate your options and identify which assets you'll use to supplement your Social Security income.