STRATEGIES TO MAXIMIZE YOUR SOCIAL SECURITY
Set yourself up for success and financial freedom in retirement.
When it comes to Social Security, one key to maximizing your benefits is to have the right strategy. There are countless ways to approach claiming your benefits that take into account variables such as when to claim, your spouse’s benefits, and more. In order to get the most out of your Social Security, it is essential to educate yourself on which unique strategy may work for you, as well as to consult your financial advisor.
Mastering your Social Security strategy may be a critical way to set yourself up for success and financial freedom in retirement. Join us in this multi-part series and get all the tips you need to maximize your Social Security
Change Your Mind – Part 4
Pay Back Your Benefits
Within 12 months of signing up to receive Social Security, you have the option to repay the money you’ve accrued, interest-free, and withdraw your application if you change your mind. Each beneficiary can only elect this option one time but delaying your Social Security and applying later may result in increased payments because you waited.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by AZELLA to provide information on a topic that may be of interest. AZELLA is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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