Strategies for Taking Social Security in Retirement Planning

When I meet with plan participants they are often floored by the additional income that is available through resources such as Social Security. Often times, folks nearing retirement do not fully understand how much they’re entitled to, or how impactful it can be on their retirement savings. At Retirement Benefits Group, we find that our plan participants work their whole lives to plan for independence in retirement and we believe that it’s our job to support their efforts.