Understanding Social Security's Role In Your Retirement
Special Report

Social Security’s Role in Your Retirement

November 17, 2021

Some people think of Social Security as more of a safety net than a retirement savings account, but for many, the monthly payments are a significant source of retirement income. No matter what role Social Security will play in your retirement, it’s worth gaining a greater understanding of how the program works and viewing it through an investor’s lens to determine how it will fit into your plans for the future.

This special report discusses important fundamentals and strategies, including:

  • How payments are determined
  • Maximizing benefits
  • To delay or not to delay filing?

Clearly, those of you who have been able to fund a good nest egg won’t have to rely as much on Social Security. But we still believe that your monthly check should be accounted for when building your portfolios ahead of retirement. And if you’re in a position to delay taking Social Security, the added return may be the best guaranteed income investment you can make.

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