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Home » Financial Services » Social Security Planning

Portland Social Security Planning

When should you take out Social Security? What is the impact on a surviving spouse if you take it out early? What are the tax implications?

It’s important to know how integrating Social Security benefits into your retirement income plan can play a role in your overall financial strategy. Working with a financial professional, including licensed insurance agents, investment advisors, and tax professionals can help you understand how Social Security benefits may fit into your plan for retirement.  Please note that we are not affiliated with SSA or the federal government.

Social Security lets you begin your payments as early as age 62, as late as age 70, or any time in between. Your benefits increase the longer you wait to take distributions. If you keep working, there is an earning cap to consider, above which your benefits can be reduced. It is also important to understand how the IRS taxes Social Security income.

The day you elect to receive your first SS payment will determine the amount you receive. It will also determine the benefits that will be available for spouses, children, and other survivors.

We provide you with information regarding social security planning including:

Our advisors can help ensure that you maximize your Social Security benefits by taking it at the appropriate time and after tax considerations.

Strategies for Financial Independence

Call us today to set up your no-obligation meeting in our Vancouver or Portland offices to see how optimizing your Social Security benefits can help fill the gap in your retirement income.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

We are not affiliated with the U.S. government or any governmental agency; we are able to provide you with information but not guidance or advice related to Social Security benefits.

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Request a no-obligation meeting today with us to discuss your financial future!

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NW Tax & Wealth Advisory Group, Inc. is an investment adviser and insurance agency registered with State of Washington and other states, who have not verified nor endorsed the statements on this site. NW Tax & Wealth Advisory Group, Inc. may transact business only in those states where it is licensed or qualified for an exemption or exclusion from licensing requirements. This website should not be interpreted as a solicitation to offer investment advisory services to residents of any state where we are not authorized to do so. Individualized responses that involve personalized investment advice will not be made absent compliance with jurisdictional requirements where an exemption or exclusion is not available.

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