When Should You File for Social Security? - Adviser Investments

Interview With Dina Milne and Alec Rosen

As pensions have been widely phased out over time, Social Security benefits have become increasingly important in retirement planning. In the first of a three-part series, two of our financial planning professionals discuss the basics of Social Security and what to consider before taking benefits.

Topics include:

  • How to determine your eligibility and the benefits you can expect
  • Where you should (and shouldn’t) go for advice
  • The reasons why (and why not) to file early

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