Upon reaching 60 years old, Social Security benefit statements will be sent to you, but they can often be confusing. Our clients frequently inquire about the ideal time to begin receiving Social Security income, what are the tax ramifications, and when to start general retirement income planning. You may want to take a moment to reflect on the questions outlined in this checklist “What Issues Should I Consider With My Social Security Retirement Benefits?

If you answer “YES” to any of these questions, be sure to consult with your accountant and your financial advisor as individual situations may vary. For more information, contact the PBMares Wealth Management team.

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PBMares Wealth Management