Social Security

When should I take Social Security?

Knowing when to take social security is a very personal choice. Some people feel they want to retire as soon as 62 and take social security as soon as possible. However, others want to maximize the gain of social security on years 66 to 70. Perhaps it is better to utilize your IRA, 401k, Roth IRA, or another source of income. So how do you know which option is best for you? With our state-of-the-art financial planning software, we can visualize and maximize your social security as part of your retirement plan. Often our clients find that they wish to delay social security payments, so they don’t have to pay additional income taxes.