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Social Security Planning

Will it Still Be There?

by William F. Rainaldi, CFP® Regional Vice President There is some disturbing language—in bold print, no less—on the second page of any individual Social Security statement issued by the SSA: Your estimated benefits are based on current law. Congress has made changes...

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Whatever Happened to File and Suspend?

by William F. Rainaldi, CFP® Regional Vice President “File and Suspend” was a great technique for generating an early Social Security spousal benefit. It was a way to find some extra income with little or no downside. But “File and Suspend” is dead. It died quietly...

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How to Read a Social Security Statement

by William F. Rainaldi, CFP® Regional Vice President As we’ve said time and time again, no matter what, you can’t do any proper retirement planning without your current Social Security statement. If you have it, the planning process is much easier. Without it, it’s...

read more
Will it Still Be There?

Will it Still Be There?

by William F. Rainaldi, CFP® Regional Vice President There is some disturbing language—in bold print, no less—on the second page of any individual Social Security statement issued by the SSA: Your estimated benefits are based on current law. Congress has made changes...

read more
Whatever Happened to File and Suspend?

Whatever Happened to File and Suspend?

by William F. Rainaldi, CFP® Regional Vice President “File and Suspend” was a great technique for generating an early Social Security spousal benefit. It was a way to find some extra income with little or no downside. But “File and Suspend” is dead. It died quietly...

read more
How to Read a Social Security Statement

How to Read a Social Security Statement

by William F. Rainaldi, CFP® Regional Vice President As we’ve said time and time again, no matter what, you can’t do any proper retirement planning without your current Social Security statement. If you have it, the planning process is much easier. Without it, it’s...

read more

Increasing Social Security Benefits

Decisions! Decisions! Decisions! All about retirement…how will you maintain your lifestyle during your retirement years? Are you concerned about running out of money? Where and when does social security fit in? How do you maximize your cash flow?

Social Security and Longevity Planning

Would you like to know how to maximize your social security retirement benefit? Well-informed retirees know that by delaying receipt of benefits, they can increase their monthly benefit payment by as much as 32 percent over what others may receive. This is only one of the many facts about social security that you need to be aware of. When to start benefits is a key question, and the answer varies based on individual circumstances. Take a few minutes to learn more about the intricacies of social security planning and how it fits into the overall plan for creating an income stream for one’s lifetime.

For more information, contact your Security Mutual Representative.

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