Our Social Security Decisions Guide and Checklist is chock-full of helpful information to help you claim your Social Security benefits. Download the guide by clicking on the image below!
Social Security provides an important source of guaranteed income for many Americans. With the recent changes by lawmakers, choosing an appropriate claiming strategy is even more important under those new Social Security regulations. Understanding your options is complicated and not every strategy will work for every retiree. Osiwala Financial Group can help you analyze your financial situation and develop a personalized plan to help you best leverage your Social Security benefits.
The current stock market volatility can negatively impact your investments and income in retirement. That’s why it’s important to have a strong foundation that you can build upon to help ensure you have a solid retirement income plan. That foundation is your social security benefits.
Regardless if Social Security will or will not be your primary source of income in retirement, if you take your Social Security benefits at face value, you could be leaving money on the table. There are potentially hundreds of claiming strategies for married couples. The monetary difference between strategies could mean $1,000's of dollars in retirement income. Our advisors here at Osiwala Financial Group will take you through many Social Security options and help you find an appropriate strategy for you and your family.
Specific Target Areas: income/distribution planning while considering tax liabilities, analyze lesser-known claiming strategies including survivor benefits and spousal benefits.
If you have any questions about our process and whether it might be pertinent to your situation complete this brief “Introduction Request Form” and we will be happy to get back with you and answer any questions or help you coordinate a date & time if you’d like to meet with an advisor.