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Plan Now for Your Social Security Nest Egg

The thousands of dollars you’ll receive in Social Security benefits have an average corresponding investment value of several hundred thousand dollars. So, the importance of planning your nest egg  is similar to planning for other retirement distributions. But there are several factors at stake that can make a significant swing in the amount you receive. In the case of Social Security, timing isn’t everything, but yes, it’s important. For example, if $1,000/month is the amount you would receive for ‘on time’ retirement at age 65, claiming benefits at age 62 would give you $750/month, or $1,320/month if you wait until age 70.

As you consider Social Security options take into account these factors:

  • How you’ll coordinate Social Security with other sources of income – working and/or retirement
  • What taxes you’ll have to pay
  • How you’ll coordinate benefits with your spouse

Please join us for a free lunch presentation titled ‘Transforming Social Security into a Winning Investment’ at Maggiano’s NorthPark in Dallas on September 24th. You’ll take away profitable information on planning for and making decisions about Social Security income. We look forward to seeing you.  Seating is limited. Please RSVP to Linda Howard 972-739-1268 or lhoward@sstcpa.com by September 18th.