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Maximizing Social Security Benefits Series

Innovative Strategies to Help Maximize Social Security Benefits – Updated 2016 Edition

Developing a Social Security claiming strategy is an important component to helping enhance retirement security. This updated 2016 edition incorporates changes made to certain claiming strategies as a result of the Bipartisan Budget Act of 2015. In addition, it highlights ways in which withdrawals from retirement savings vehicles, such as 401(k) plans and IRAs, can be integrated with a Social Security claiming strategy to maximize retirement income.

Watch a video that highlights claiming strategies.

Download Innovative Strategies to Help Maximize Social Security Benefits – Updated 2016 Edition to find out more.