The Social Security program was originally established to provide a base of financial protection for working people when they retired and lost their earnings.
Social Security can be more than just retirement income. The system provides many different benefits to workers and their families. It also provides income to disabled workers and their families. In some cases, surviving spouses and children of workers who have died can also receive income.
Managing your Social Security benefit should be part of your entire retirement income process. In fact, those benefits are often the foundation or starting point of your retirement income analysis.
But not everyone understands how Social Security benefits work or how to enhance the value of those benefits. And when you add a spouse to the picture, your planning can become pretty complex.
Allianz, an affiliate of our wealth management partner, Avantax, put together this helpful brochure. It provides a solid overview of the Social Security program, qualifications, and benefits.
If you need help planning for retirement or have any questions, please let us know.
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Check your Financial Professional’s registration status on https://brokercheck.finra.org/ and/or https://adviserinfo.sec.gov/.
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