A closer look Social Security: How to Maximize Your Benefits

Michael S. Rubin

Dec 21, 2021
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In Brief

  • Deciding when to file for Social Security benefits can be challenging, involving trade-offs that hinge on your retirement goals, marital status, age, and expected lifespan.
  • A "break-even" analysis can identify when a stream of higher Social Security payments over a shorter period is likely to overtake lower payments that began earlier.
  • If you’re at or near retirement age, working with an expert can help you determine the best time for you to file for Social Security benefits.

 

 

Managing Director and Director of Client Tax Services