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There are many situations to consider when you are figuring a Social Security strategy.
Q. How can I optimize my Social Security benefits to ensure the best income in retirement?
A. There are many situations to consider when you are figuring a Social Security strategy. Age and marital status are important matters we can talk about when creating your plan. For example, if you can afford to wait until age 70 to collect Social Security, your benefits can increase by as much as 8 percent per year between age 62 and 70, which can make a big difference throughout your retirement.
Without employing a specific plan, the Social Security Administration will default to paying you the highest benefit available to you at that point in time. It’s up to you, with the help of your advisor, to evaluate your best approach.
Call me today, and we’ll work together to find a suitable Social Security plan for you.
Securities and financial planning offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Bell Bank and Bell Investments are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Bell Bank deposits and are not FDIC insured. These products are not obligations of the Bell Bank and are not endorsed, recommended or guaranteed by Bell Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
This LPL financial registered representative may only discuss and/or transact securities business with residents of the following states: Ala., Ariz., Colo., Mass., Minn., N.D., S.D., Texas, Va. and Wis.
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