Social Security

For many Americans Social Security benefits will make up a significant portion of their income in retirement.  It provides the foundation on which you can build a solid retirement income plan.  Therefore making the best possible claiming decision on your benefits could mean the difference between having the retirement lifestyle you desire or settling for something less.

Social Security can be complicated and should be addressed with the assistance of a financial advisor that understands it thoroughly and is able to integrate it into a comprehensive retirement income plan.

For most middle income couples, Social Security in fact makes up 20% - 50% of their retirement income - often upwards of $500,000 in lifetime benefits. That is a large sum of money for just about anyone. if you take your Social Security benefits at face value, you could be leaving tens of thousands of dollars on the table. But if you knew a few, little-known strategies, you could generate as much as $100,000, or more in additional Social Security income. For most married couples, Socual Security is the only retirement income that:

  • Is reviewed annually for inflation
  • Is tax- advantaged - at worst, it's only 85% taxable as normal income
  • Will continue to pay as long as you live
  • Is backed by a government promise 

At Bane O’Leary LLC we are well versed on Social Security and can assist you to analyze and determine the best claiming strategy to maximize your benefits. With so much at stake, when and how to elect Social Security may be the most important decision middle income couples make in retirement.  Contact us to schedule a personalized discussion today!

Advisory services offered through Bane O;Leary LLC, a Registered Investment  Advisor in the States of Minnesota and Arizona

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