How Will Social Security Benefit Me?

Getting The Most Out Of You Social Security Benefits

Almost every American citizen is eligible for Social Security—yet many retirees don’t get the full benefits they are due. In this second installment of a three-part series, wealth planning professionals Dina Milne and Alec Rosen discuss some lesser-known Social Security benefits and how to figure out whether you are eligible for them. (If you missed part one, When Should You File for Social Security?, you can catch up by clicking here.)

Topics include:

  • How to maximize spousal benefits
  • The rules around disability benefits
  • How and when to apply for survivor benefits

Social Security can be a complicated subject, and the Social Security Administration tends to be long on paperwork and short on advice. If you have questions about your eligibility or when the best time is to tap into Social Security, don’t hesitate to contact your portfolio team—we’re happy to help. Or just subscribe to The Adviser You Can Talk To Podcast feed in your favorite podcast app—we’ll be tackling listener’s questions about Social Security in part three of this series of episodes, coming soon.

For more information, please call us at (800) 492-6868.

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