National Social Security Month
April is recognized as National Social Security Month, a great reminder to review how Social Security fits into your broader retirement strategy.
While many people think of Social Security as simply a monthly benefit, the timing of when you claim can significantly impact the total amount you receive over your lifetime.
Deciding when to claim often depends on several factors:
- Current health
- Other sources of retirement income
- Tax considerations and implications
- Your overall financial plan
Social Security also interacts with other important parts of retirement planning, including IRA withdrawals, pension income, and potential tax implications.
As a National Social Security Advisor (NSSA), Kelse Puri works alongside the Parker Advisors team to help clients evaluate their options and understand how Social Security fits into their long-term retirement strategy.
If you are within a few years of claiming benefits, it may be a good time to review your options and ensure your strategy aligns with your overall financial plan.