top of page

When should I claim Social Security?

Social Security should NOT be a conversation in its own silo. There are many factors that need to be considered. It needs to be viewed holistically with a client's life expectancy, RoR of portfolios along with Tax and Cashflow Planning.

In this video, we discuss several factors:

* Life Expectancy and how it is changing for both men and women

* Social Security Decision Tree

* Maximizing Social Security benefits as a planning opportunity

* Expected Rates of Return of your portfolio and life expectancy

Note: we are not affiliated with JP Morgan Asset Management


bottom of page