Social Security has hundreds of filing strategies and thousands of filing rules. Some experts argue that Social Security is more complex than the income tax code. And, once you file for benefits, it can be extremely difficult – if not impossible – to change your filing strategy. To help make the best decision regarding your Social Security strategy, it’s necessary to review your entire financial life – your tax situation, investment plan, potential income from work and, most importantly, your retirement lifestyle goals.
Contact our team for help with your Social Security strategy today. We will help ensure you get it right the first time.
Click on the images below. For more information, contact the Watermark team at 480-442-3989.