Social Security



Do you know all of the factors you should consider before filing for your Social Security benefits? The decisions you make could make a difference of thousands of dollars throughout your retirement.

To ensure you receive the maximum benefits available to you, you’ll need to consider these factors:

• How to decide the best time to apply?
• How much income you can expect to receive?
• How to minimize taxes?
• How to coordinate benefits with your spouse?
• How working can effect your benefits?

Safe Harbor can help you answer these questions.

Get Your Customized Social Security Maximization Report

With some basic information from you, we will create a complimentary report that will show you exactly how to receive the most of your Social Security benefits.

Complete this form,SSMaxLink and your report will be emailed to you within 24 hours.

Your Social Security number is not needed, so your privacy will be protected.  There is no cost for this report and no obligation to do business with us after you have receive this report, although we will be happy to go over your results with you should you have any questions.

PDFIconView a sample of a customized Social Security report.


Social Security Changes

The Bipartisan Budget Act of 2015 signed early this November will put into effect the largest changes to Social Security benefits since 2000. These changes eliminate popular filing strategies that could affect the flexibility to structure your Social Security benefits.

If you are over the age of 66 today, or will turn 66 by April 30, 2016, and have not filed for your Social Security Benefits, we encourage you to contact us today to see if you can take advantage of filing strategies before they are no longer available.

Below is a document explaining the new changes that will be taking place. Should you have any questions on how this could impact your retirement planning, please feel free to contact us.

PDFIconView and download the Social Security changes.

Safe Harbor Wealth Management, LLC and Safe Harbor Retirement Group, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.