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4 Critical Social Security Facts Retirees Must Know

Social Security decisions can feel overwhelming, especially with so many rules and age-based considerations. This brief guide covers four key Social Security facts that every retiree should be aware of, from how benefits are calculated to how income and taxes may impact what you receive. Our goal is to provide clear, easy-to-understand information to help you feel more confident about your retirement planning decisions.

Download 4 Critical Social Security Facts Retirees Must Know

Deciding when to take Social Security

Deciding when to start taking Social Security is one of the most important retirement choices you’ll make. This short video explains how your monthly benefit can change depending on whether you claim early, wait until full retirement age, or delay until age 70. It’s a helpful way to understand how timing impacts your long-term income and what to consider as you plan.

Watch Video on Claiming Social Security

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